Baird Financial Group’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Baird Financial Group’s Portfolio EFT Stock Details EFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.27M	Buy	210,222 +78,334	+59%	+$847K	﹤0.01%	1062
2026 Q1	$1.42M	Buy	131,888 +24,980	+23%	+$278K	﹤0.01%	1159
2025 Q4	$1.21M	Buy	+106,908	New	+$1.23M	﹤0.01%	1193
2021 Q2	–	Sell	-125,932	Closed	-$1.78M	–	1747
2021 Q1	$1.78M	Buy	125,932 +9,804	+8%	+$136K	0.01%	934
2020 Q4	$1.53M	Buy	116,128 +5,482	+5%	+$70.8K	﹤0.01%	882
2020 Q3	$1.31M	Buy	110,646 +7,492	+7%	+$88.6K	﹤0.01%	865
2020 Q2	$1.18M	Buy	103,154 +3,145	+3%	+$34.6K	﹤0.01%	881
2020 Q1	$1.02M	Buy	100,009 +3,230	+3%	+$41.3K	﹤0.01%	882
2019 Q4	$1.33M	Buy	96,779 +497	+0.5%	+$6.64K	﹤0.01%	894
2019 Q3	$1.27M	Sell	96,282 -1,224	-1%	-$16.3K	0.01%	912
2019 Q2	$1.31M	Buy	+97,506	New	+$1.32M	0.01%	902

Other funds holding EFT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Baird Financial Group's EFT Position: Q2 2026 in Review

Baird Financial Group increased its Eaton Vance Floating-Rate Income Trust (EFT) stake by 59% in Q2 2026, buying an estimated $847K and bringing the position to 210,222 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Baird Financial Group first reported a position in EFT in Q2 2019 and has held it in 11 quarters since. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

Baird Financial Group held 210,222 shares of Eaton Vance Floating-Rate Income Trust worth $2.27M as of Q2 2026.
Baird Financial Group bought 78,334 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $847K.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1062 holding.
Baird Financial Group first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2019 and has held it in 11 quarters since.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.