Eaton Vance Municipal Income 2028 Term Trust
ETX- Exchange
- NYSE
- SEC CIK
- 0001563696
No open-market purchases or sales by Eaton Vance Municipal Income 2028 Term Trust insiders were filed in the last 90 days; 43 institutions reported holding it in 13F filings for Q2 2026, worth $47.4M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 42
- 0 vs. Q4 2025
- Shares held
- 2.43M
- −64.1K (−2.6%) vs. Q4 2025
- Total value
- $44.6M
- −$2.02M (−4.3%) vs. Q4 2025
- New holders
- 2
- 15 more added
- Sold out
- 2
- 13 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 43 | $47.4M |
| Q1 2026 | 42 | $44.6M |
| Q4 2025 | 42 | $46.6M |
| Q3 2025 | 35 | $46.6M |
| Q2 2025 | 35 | $43.3M |
| Q1 2025 | 36 | $42.0M |
| Q4 2024 | 40 | $41.8M |
| Q3 2024 | 35 | $44.7M |
| Q2 2024 | 42 | $47.7M |
| Q1 2024 | 44 | $44.7M |
| Q4 2023 | 48 | $46.1M |
| Q3 2023 | 46 | $40.6M |
| Q2 2023 | 43 | $39.3M |
| Q1 2023 | 40 | $40.2M |
| Q4 2022 | 41 | $38.5M |
| Q3 2022 | 34 | $39.2M |
| Q2 2022 | 34 | $38.8M |
| Q1 2022 | 37 | $41.2M |
| Q4 2021 | 41 | $45.9M |
| Q3 2021 | 41 | $45.7M |
| Q2 2021 | 40 | $46.7M |
| Q1 2021 | 40 | $42.0M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 553,739 | $10.2M | 0.02% | −5,278−0.9% | Reduced |
| Morgan Stanley | 427,737 | $7.85M | 0.00% | +11,730+2.8% | Added |
| Raymond James Financial Inc | 234,712 | $4.31M | 0.00% | −13,895−5.6% | Reduced |
| UBS Group AG | 141,701 | $2.60M | 0.00% | +6,895+5.1% | Added |
| Bank of America Corp | 133,244 | $2.45M | 0.00% | +5,909+4.6% | Added |
| LPL Financial LLC | 132,380 | $2.43M | 0.00% | +22,032+20.0% | Added |
| Wells Fargo & Company | 108,947 | $2.00M | 0.00% | −11,503−9.6% | Reduced |
| CI Private Wealth, LLC | 71,423 | $1.31M | 0.00% | −13,176−15.6% | Reduced |
| Sanctuary Advisors, LLC | 64,015 | $1.18M | 0.01% | 00.0% | Unchanged |
| Focused Alpha, LLC | 46,417 | $852.2K | 0.26% | +5,582+13.7% | Added |
| We Are One Seven, LLC | 40,515 | $743.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 40,234 | $738.7K | 0.00% | −779−1.9% | Reduced |
| Merit Financial Group, LLC | 38,142 | $700.3K | 0.01% | +5,511+16.9% | Added |
| Royal Bank of Canada | 34,900 | $641.0K | 0.00% | +6,127+21.3% | Added |
| Truist Financial Corp | 31,496 | $578.3K | 0.00% | +114+0.4% | Added |
| Stifel Financial Corp | 31,210 | $573.0K | 0.00% | −481−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,921 | $494.3K | 0.00% | −4,763−15.0% | Reduced |
| Invesco Ltd. | 24,848 | $456.2K | 0.00% | −72−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 23,928 | $439.3K | 0.01% | −6,875−22.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 21,875 | $401.6K | 0.11% | −10,900−33.3% | Reduced |
| Stronghold Wealth Management L.L.C. | 20,197 | $370.8K | 0.56% | +169+0.8% | Added |
| Advisor Group Holdings, Inc. | 20,030 | $367.7K | 0.00% | −12,895−39.2% | Reduced |
| Kestra Advisory Services, LLC | 19,184 | $352.2K | 0.00% | +10,909+131.8% | Added |
| Mutual Advisors, LLC | 18,583 | $341.2K | 0.01% | +7,700+70.8% | Added |
| Aviance Capital Partners, LLC | 17,047 | $313.0K | 0.04% | +318+1.9% | Added |
| Ameriprise Financial Inc | 15,928 | $292.4K | 0.00% | −13,590−46.0% | Reduced |
| Melfa Wealth Management, LLC | 15,372 | $282.2K | 0.16% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 14,392 | $264.2K | 0.00% | +116+0.8% | Added |
| Anchor Investment Management, LLC | 13,400 | $246.0K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 12,388 | $227.5K | 0.00% | +141+1.2% | Added |
| Stratos Wealth Partners, LTD. | 11,336 | $208.1K | 0.00% | −1,800−13.7% | Reduced |
| Clark Capital Management Group, Inc. | 10,000 | $183.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7,000 | $128.5K | 0.00% | +7,000 | New |
| Center for Financial Planning, Inc. | 1,920 | $35.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,500 | $27.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 806 | $14.8K | 0.00% | +10+1.3% | Added |
| US Bancorp | 700 | $12.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 405 | $7.43K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $6.79K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 316 | $5.80K | 0.00% | +316 | New |
| Hara Capital LLC | 44 | $808 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $18 | 0.00% | – | – |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −46,045−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |