IFP Advisors’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

IFP Advisors’s Portfolio ETB Stock Details ETB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$80.2K	Buy	5,162 +34	+0.7%	+$519	﹤0.01%	2117
2026 Q1	$73.9K	Buy	5,128 +129	+3%	+$1.96K	﹤0.01%	2027
2025 Q4	$76.3K	Buy	4,999 +32	+0.6%	+$484	﹤0.01%	1960
2025 Q3	$74.5K	Buy	4,967 +222	+5%	+$3.27K	﹤0.01%	1862
2025 Q2	$68.5K	Buy	4,745 +4,620	+3,696%	+$62.9K	﹤0.01%	1872
2025 Q1	$1.71K	Hold	125	–	–	﹤0.01%	3190
2024 Q4	$1.88K	Hold	125	–	–	﹤0.01%	3124
2024 Q3	$1.8K	Hold	125	–	–	﹤0.01%	2936
2024 Q2	$1.76K	Hold	125	–	–	﹤0.01%	2837
2024 Q1	$1.71K	Hold	125	–	–	﹤0.01%	2741
2023 Q4	$1.62K	Hold	125	–	–	﹤0.01%	2723
2023 Q3	$1.58K	Hold	125	–	–	﹤0.01%	2896
2023 Q2	$1.74K	Hold	125	–	–	﹤0.01%	2925
2023 Q1	$2K	Sell	125 -135	-52%	-$1.8K	﹤0.01%	2897
2022 Q4	$4K	Sell	260 -125	-32%	-$1.78K	﹤0.01%	3884
2022 Q3	$6K	Hold	385	–	–	﹤0.01%	3926
2022 Q2	$6K	Hold	385	–	–	﹤0.01%	3677
2022 Q1	$6K	Buy	+385	New	+$6.38K	﹤0.01%	3677
2019 Q1	$112K	Sell	7,160 -39,221	-85%	-$583K	0.02%	651
2018 Q4	$622K	Sell	46,381 -10,392	-18%	-$157K	0.04%	474
2018 Q3	$945K	Sell	56,773 -4,526	-7%	-$75.1K	0.04%	448
2018 Q2	$986K	Sell	61,299 -3,842	-6%	-$61.3K	0.04%	420
2018 Q1	$1.09M	Hold	65,141	–	–	0.05%	364
2017 Q4	$1.09M	Buy	65,141 +11,993	+23%	+$200K	0.05%	363
2017 Q3	$890K	Buy	53,148 +2,356	+5%	+$39K	0.04%	473
2017 Q2	$833K	Buy	50,792 +12,190	+32%	+$200K	0.04%	484
2017 Q1	$629K	Buy	38,602 +25,750	+200%	+$428K	0.03%	574
2016 Q4	$212K	Buy	12,852 +6,500	+102%	+$108K	0.01%	1024
2016 Q3	$105K	Sell	6,352 -6,110	-49%	-$99.2K	0.01%	1331
2016 Q2	$203K	Buy	12,462 +5,302	+74%	+$85.8K	0.01%	960
2016 Q1	$112K	Sell	7,160 -4,577	-39%	-$70K	0.02%	651
2015 Q4	$196K	Buy	+11,737	New	+$189K	0.01%	842

Other funds holding ETB

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

IFP Advisors's ETB Position: Q2 2026 in Review

IFP Advisors increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 0.66% in Q2 2026, buying an estimated $519 and bringing the position to 5,162 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

IFP Advisors first reported a position in ETB in Q4 2015 and has held it in 32 quarters since. The position peaked at $1.09M in Q1 2018. 30 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

IFP Advisors held 5,162 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $80.2K as of Q2 2026.
IFP Advisors bought 34 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2026, an estimated $519.
Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2117 holding.
IFP Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2015 and has held it in 32 quarters since.
IFP Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $1.09M in Q1 2018.
30 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.