Herold Advisors’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-16,185
| Closed | -$160K | – | 252 |
|
|
2025
Q3 | $160K | Buy |
16,185
+73
| +0.5% | +$687 | 0.04% | 241 |
|
|
2025
Q2 | $150K | Buy |
16,112
+80
| +0.5% | +$743 | 0.03% | 299 |
|
|
2025
Q1 | $152K | Buy |
16,032
+73
| +0.5% | +$706 | 0.03% | 273 |
|
|
2024
Q4 | $152K | Buy |
15,959
+71
| +0.4% | +$690 | 0.03% | 266 |
|
|
2024
Q3 | $158K | Buy |
15,888
+70
| +0.4% | +$695 | 0.03% | 261 |
|
|
2024
Q2 | $156K | Buy |
15,818
+2,053
| +15% | +$19.8K | 0.04% | 256 |
|
|
2024
Q1 | $134K | Buy |
13,765
+28
| +0.2% | +$274 | 0.03% | 257 |
|
|
2023
Q4 | $133K | Buy |
13,737
+21
| +0.2% | +$184 | 0.04% | 237 |
|
|
2023
Q3 | $114K | Buy |
13,716
+23
| +0.2% | +$212 | 0.03% | 240 |
|
|
2023
Q2 | $129K | Sell |
13,693
-278
| -2% | -$2.65K | 0.04% | 234 |
|
|
2023
Q1 | $136K | Buy |
13,971
+29
| +0.2% | +$274 | 0.05% | 225 |
|
|
2022
Q4 | $126K | Buy |
13,942
+16
| +0.1% | +$141 | 0.05% | 200 |
|
|
2022
Q3 | $117K | Sell |
13,926
-973
| -7% | -$9.27K | 0.06% | 184 |
|
|
2022
Q2 | $138K | Buy |
14,899
+34
| +0.2% | +$325 | 0.06% | 189 |
|
|
2022
Q1 | $156K | Buy |
14,865
+30
| +0.2% | +$336 | 0.06% | 229 |
|
|
2021
Q4 | $180K | Sell |
14,835
-1,214
| -8% | -$14.9K | 0.07% | 202 |
|
|
2021
Q3 | $196K | Buy |
+16,049
| New | +$202K | 0.08% | 200 |
|
Herold Advisors's ENX Position: Q4 2025 in Review
Herold Advisors sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q4 2025, closing a stake of 16,185 shares — an estimated $160K sold.
Herold Advisors first reported a position in ENX in Q3 2021 and held it in 17 quarters. The position peaked at $196K in Q3 2021. 0 funds tracked by Wall St. Rank hold ENX as of Q4 2025.
- Herold Advisors reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
- Herold Advisors sold 16,185 Eaton Vance New York Municipal Bond Fund shares in Q4 2025, an estimated $160K.
- Herold Advisors first reported a position in Eaton Vance New York Municipal Bond Fund in Q3 2021 and held it in 17 quarters.
- Herold Advisors's Eaton Vance New York Municipal Bond Fund position peaked at $196K in Q3 2021.
- 0 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q4 2025.
Based on Herold Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.