Ibex Wealth Advisors Dtf Tax Free Income 2028 Term Fund Inc Transaction History

Ibex Wealth Advisors

$902 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 13, 2018	SELL	$13.93 - $14.34 $86,477 - $89,022	-6,208 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$14.29 - $14.66 $88,712 - $91,009	6,208	6,208 $88,000

Others Institutions Holding DTF

# of Institutions

32

Shares Held

3.09M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

918K
Shares

$10.4 Million
0.22% of portfolio
Kovitz Investment Group Partners, LLC

471K
Shares

$5.36 Million
0.02% of portfolio
Almitas Capital LLC Santa Monica, CA

350K
Shares

$3.98 Million
1.85% of portfolio
Beverly Hills Private Wealth, LLC Beverly Hills, CA

313K
Shares

$3.56 Million
0.66% of portfolio
Hara Capital LLC Bellevue, WA

275K
Shares

$3.13 Million
1.85% of portfolio

About DTF TAX-FREE INCOME 2028 TERM FUND INC

Ticker DTF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
DTF Tax-Free Income 2028 Term Fund Inc. is a closed-ended fixed income mutual fund launched by Virtus Investment Partners, Inc. The fund is managed by Duff & Phelps Investment Management Co. It invests primarily in a diversified portfolio of investment grade tax-exempt utility obligations. The fund invests in various sectors, such as water a...

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