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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $18 | 0.00% | – | – |
| Hara Capital LLC | 44 | $808 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 316 | $5.80K | 0.00% | +316 | New |
| The PNC Financial Services Group, Inc. | 370 | $6.79K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 405 | $7.43K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 700 | $12.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 806 | $14.8K | 0.00% | +10+1.3% | Added |
| Colonial Trust Co | 1,500 | $27.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,920 | $35.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7,000 | $128.5K | 0.00% | +7,000 | New |
| Clark Capital Management Group, Inc. | 10,000 | $183.6K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,336 | $208.1K | 0.00% | −1,800−13.7% | Reduced |
| Pensionmark Financial Group, LLC | 12,388 | $227.5K | 0.00% | +141+1.2% | Added |
| Anchor Investment Management, LLC | 13,400 | $246.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 14,392 | $264.2K | 0.00% | +116+0.8% | Added |
| Melfa Wealth Management, LLC | 15,372 | $282.2K | 0.16% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 15,928 | $292.4K | 0.00% | −13,590−46.0% | Reduced |
| Aviance Capital Partners, LLC | 17,047 | $313.0K | 0.04% | +318+1.9% | Added |
| Mutual Advisors, LLC | 18,583 | $341.2K | 0.01% | +7,700+70.8% | Added |
| Kestra Advisory Services, LLC | 19,184 | $352.2K | 0.00% | +10,909+131.8% | Added |
| Advisor Group Holdings, Inc. | 20,030 | $367.7K | 0.00% | −12,895−39.2% | Reduced |
| Stronghold Wealth Management L.L.C. | 20,197 | $370.8K | 0.56% | +169+0.8% | Added |
| Walter & Keenan Financial Consulting Co | 21,875 | $401.6K | 0.11% | −10,900−33.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 23,928 | $439.3K | 0.01% | −6,875−22.3% | Reduced |
| Invesco Ltd. | 24,848 | $456.2K | 0.00% | −72−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,921 | $494.3K | 0.00% | −4,763−15.0% | Reduced |
| Stifel Financial Corp | 31,210 | $573.0K | 0.00% | −481−1.5% | Reduced |
| Truist Financial Corp | 31,496 | $578.3K | 0.00% | +114+0.4% | Added |
| Royal Bank of Canada | 34,900 | $641.0K | 0.00% | +6,127+21.3% | Added |
| Merit Financial Group, LLC | 38,142 | $700.3K | 0.01% | +5,511+16.9% | Added |
| Commonwealth Equity Services, LLC | 40,234 | $738.7K | 0.00% | −779−1.9% | Reduced |
| We Are One Seven, LLC | 40,515 | $743.9K | 0.01% | 00.0% | Unchanged |
| Focused Alpha, LLC | 46,417 | $852.2K | 0.26% | +5,582+13.7% | Added |
| Sanctuary Advisors, LLC | 64,015 | $1.18M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 71,423 | $1.31M | 0.00% | −13,176−15.6% | Reduced |
| Wells Fargo & Company | 108,947 | $2.00M | 0.00% | −11,503−9.6% | Reduced |
| LPL Financial LLC | 132,380 | $2.43M | 0.00% | +22,032+20.0% | Added |
| Bank of America Corp | 133,244 | $2.45M | 0.00% | +5,909+4.6% | Added |
| UBS Group AG | 141,701 | $2.60M | 0.00% | +6,895+5.1% | Added |
| Raymond James Financial Inc | 234,712 | $4.31M | 0.00% | −13,895−5.6% | Reduced |
| Morgan Stanley | 427,737 | $7.85M | 0.00% | +11,730+2.8% | Added |
| Rockefeller Capital Management L.P. | 553,739 | $10.2M | 0.02% | −5,278−0.9% | Reduced |
| 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 |