LPL Financial LLC
Position in ETX — Eaton Vance Municipal Income 2028 Term Trust
CIK 1403438
FORT MILL, SC
Position in ETX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,518,687
+$88,191 QoQ
Shares Held
134,330
+1.5% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 42 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. ETX ranks #231 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in ETX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,518,687 | 134,330 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,430,496 | 132,380 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,063,507 | 110,348 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $907,891 | 47,041 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $750,656 | 41,680 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $668,645 | 36,598 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $588,878 | 33,440 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $631,082 | 33,426 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $680,904 | 36,412 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $662,113 | 37,114 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $612,518 | 35,324 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $588,359 | 34,691 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $678,253 | 38,581 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $751,965 | 42,269 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $752,586 | 42,209 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $587,479 | 31,416 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $639,191 | 30,849 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $629,346 | 30,805 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $456,402 | 21,228 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $414,556 | 18,565 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $288,858 | 12,408 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $325,228 | 14,871 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $431,490 | 18,424 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $403,191 | 19,154 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $472,532 | 23,152 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $324,366 | 16,308 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||