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, Q2 2026
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Jun 30, 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
- 43
- +2 vs. Q1 2026
- Shares held
- 2.53M
- +122.6K (+5.1%) vs. Q1 2026
- Total value
- $47.4M
- +$3.23M (+7.3%) vs. Q1 2026
- New holders
- 4
- 12 more added
- Sold out
- 2
- 14 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $19 | 0.00% | – | – |
| Trust Co of Vermont | 1 | $19 | 0.00% | +1 | New |
| Hara Capital LLC | 44 | $825 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $6.94K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 405 | $7.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 816 | $15.3K | 0.00% | +10+1.2% | Added |
| Colonial Trust Co | 1,500 | $28.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 1,874 | $35.1K | 0.00% | +1,874 | New |
| Center for Financial Planning, Inc. | 1,920 | $36.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7,000 | $131.3K | 0.00% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 10,000 | $187.5K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,336 | $193.8K | 0.00% | −8,247−44.4% | Reduced |
| Stratos Wealth Partners, LTD. | 11,336 | $212.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,859 | $222.4K | 0.00% | −2,533−17.6% | Reduced |
| Pensionmark Financial Group, LLC | 12,388 | $227.5K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,649 | $237.2K | 0.13% | −2,723−17.7% | Reduced |
| Susquehanna International Group, LLP | 13,001 | $243.8K | 0.00% | +13,001 | New |
| Anchor Investment Management, LLC | 13,400 | $251.3K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 14,992 | $281.1K | 0.00% | −936−5.9% | Reduced |
| Aviance Capital Partners, LLC | 15,940 | $298.9K | 0.03% | −1,107−6.5% | Reduced |
| Stronghold Wealth Management L.L.C. | 19,420 | $364.1K | 0.49% | −777−3.8% | Reduced |
| Kestra Advisory Services, LLC | 21,662 | $406.2K | 0.00% | +2,478+12.9% | Added |
| Walter & Keenan Financial Consulting Co | 21,875 | $410.2K | 0.10% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23,928 | $448.6K | 0.00% | +23,928 | New |
| Invesco Ltd. | 24,305 | $455.7K | 0.00% | −543−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,921 | $504.8K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 28,386 | $532.2K | 0.00% | −3,110−9.9% | Reduced |
| Stifel Financial Corp | 32,828 | $615.5K | 0.00% | +1,618+5.2% | Added |
| Royal Bank of Canada | 36,772 | $689.0K | 0.00% | +1,872+5.4% | Added |
| Merit Financial Group, LLC | 38,310 | $718.3K | 0.00% | +168+0.4% | Added |
| Advisor Group Holdings, Inc. | 38,822 | $727.9K | 0.00% | +18,792+93.8% | Added |
| Commonwealth Equity Services, LLC | 40,855 | $766.0K | 0.00% | +621+1.5% | Added |
| Focused Alpha, LLC | 46,649 | $874.7K | 0.22% | +232+0.5% | Added |
| Sanctuary Advisors, LLC | 59,019 | $1.11M | 0.01% | −4,996−7.8% | Reduced |
| We Are One Seven, LLC | 60,996 | $1.14M | 0.02% | +20,481+50.6% | Added |
| CI Private Wealth, LLC | 71,586 | $1.34M | 0.00% | +163+0.2% | Added |
| Wells Fargo & Company | 98,346 | $1.84M | 0.00% | −10,601−9.7% | Reduced |
| Bank of America Corp | 130,593 | $2.45M | 0.00% | −2,651−2.0% | Reduced |
| LPL Financial LLC | 134,330 | $2.52M | 0.00% | +1,950+1.5% | Added |
| UBS Group AG | 135,161 | $2.53M | 0.00% | −6,540−4.6% | Reduced |
| Raymond James Financial Inc | 217,654 | $4.08M | 0.00% | −17,058−7.3% | Reduced |
| Morgan Stanley | 527,704 | $9.89M | 0.00% | +99,967+23.4% | Added |
| Rockefeller Capital Management L.P. | 552,039 | $10.4M | 0.02% | −1,700−0.3% | Reduced |
| US Bancorp | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |