Eaton Vance Municipal Income 2028 Term Trust (ETX) — SEC Filings

Eaton Vance Municipal Income 2028 Term Trust (ETX) — 6 SEC filings. Latest: NPORT-P (Mar 27, 2026). Includes 3 8-K, 2 DEF 14A, 1 NPORT-P. AI-decoded analys

View Eaton Vance Municipal Income 2028 Term Trust on SEC EDGAR

Overview

Eaton Vance Municipal Income 2028 Term Trust (ETX) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a NPORT-P filed on Mar 27, 2026: Eaton Vance Municipal Income 2028 Term Trust filed its NPORT-P report for the period ending January 31, 2026. The filing details the trust's monthly portfolio investments, providing transparency on its holdings. The trust is managed by Eaton Vance and is incorporated in Massachusetts.

Sentiment Summary

Across 6 filings, the sentiment breakdown is: 6 neutral. The dominant filing sentiment for Eaton Vance Municipal Income 2028 Term Trust is neutral.

Filing Type Overview

Eaton Vance Municipal Income 2028 Term Trust (ETX) has filed 1 NPORT-P, 2 DEF 14A, 3 8-K with the SEC between Sep 2024 to Mar 2026.

Filings by Year

2026 · 2025 · 2024

Recent SEC Filings (6)

Eaton Vance Municipal Income 2028 Term Trust SEC Filing History
DateFormDescriptionRisk
Mar 27, 2026NPORT-PEaton Vance Muni Trust Files Jan 2026 Portfolio Reportlow
Sep 22, 2025DEF 14AEaton Vance Municipal Income Trust Sets Trustee Election for Nov. 5low
Aug 28, 20258-KEaton Vance Municipal Income 2028 Term Trust Files 8-Klow
Aug 14, 20258-KEaton Vance Municipal Income 2028 Term Trust Files 8-Kmedium
Oct 10, 20248-KEaton Vance Municipal Income 2028 Term Trust Files 8-Klow
Sep 23, 2024DEF 14AEaton Vance Municipal Income 2028 Term Trust Files Proxy Statementlow

Risk Profile

Risk Assessment: Of ETX's 6 recent filings, 0 were flagged as high-risk, 1 as medium-risk, and 5 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Key Executives

Industry Context

The closed-end municipal bond fund sector is characterized by its focus on providing tax-exempt income, often appealing to higher-income investors. These funds operate in a market influenced by interest rate movements, municipal credit quality, and legislative changes affecting municipal finance and taxation. Competition exists among various fund sponsors offering similar income-focused strategies, with differentiation often based on management expertise, investment focus (e.g., national, state-specific, high-yield), and fee structures.

Top Tags

8-K (2) · disclosure (2) · nport-p (1) · portfolio-disclosure (1) · municipal-bonds (1) · DEF 14A (1) · Proxy Statement (1) · Trustee Election (1) · Corporate Governance (1) · Closed-End Fund (1)

Key Numbers

Eaton Vance Municipal Income 2028 Term Trust Key Metrics
MetricValueContext
Annual Meeting DateNovember 5, 2025Date shareholders will vote on trustee elections
Annual Meeting Time11:30 a.m.Eastern Time for the shareholder meeting
Record DateAugust 26, 2025Date for determining shareholders entitled to vote
Common Shares Outstanding10,888,426Total common shares as of the record date
Class I Trustees3Number of trustees to be elected
Total Trustees9Fixed number of Trustees on the Board
Par Value per Share$0.01Par value of the Fund's Common Shares
Trustee Share OwnershipOver $100,000Dollar range of equity securities owned by Marcus L. Smith in the Fund
Proxy Statement DateSeptember 22, 2025Date the proxy statement was first sent to shareholders
Term Trust Expiration Year2028Year the Fund's term is scheduled to expire
Commission File Number811-22777Identifies the specific filing for the registrant
Term Trust Year2028Indicates the specific maturity year of the trust.
Fiscal Year End0131Defines the end of the trust's financial reporting period.

Frequently Asked Questions

What are the latest SEC filings for Eaton Vance Municipal Income 2028 Term Trust (ETX)?

Eaton Vance Municipal Income 2028 Term Trust has 6 recent SEC filings from Sep 2024 to Mar 2026, including 3 8-K, 2 DEF 14A, 1 NPORT-P. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of ETX filings?

Across 6 filings, the sentiment breakdown is: 6 neutral. The dominant sentiment is neutral.

Where can I find Eaton Vance Municipal Income 2028 Term Trust SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Eaton Vance Municipal Income 2028 Term Trust (ETX) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Eaton Vance Municipal Income 2028 Term Trust?

Financial highlights for Eaton Vance Municipal Income 2028 Term Trust are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.

What is the investment thesis for ETX?

The investment thesis for ETX includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Eaton Vance Municipal Income 2028 Term Trust?

Key executives identified across Eaton Vance Municipal Income 2028 Term Trust's filings include Kenneth A. Topping, Nicholas S. Di Lorenzo, Cynthia E. Frost, Nancy Wiser Stefani, Scott E. Wennerholm and 3 others.

What are the main risk factors for Eaton Vance Municipal Income 2028 Term Trust stock?

Of ETX's 6 assessed filings, 0 were flagged high-risk, 1 medium-risk, and 5 low-risk.

What are recent predictions and forward guidance from Eaton Vance Municipal Income 2028 Term Trust?

Forward guidance and predictions for Eaton Vance Municipal Income 2028 Term Trust are extracted from SEC filings as they are enriched.

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