IFP Advisors
ETB icon

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
Q3 		$79.7K Buy
5,197
+35
+0.7% +$543 ﹤0.01% 2105
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% 3883
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% 3675
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% 653
2015
Q4 		$196K Buy
+11,737
New +$189K 0.01% 842

Other funds holding ETB

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Somerset Trust
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

IFP Advisors's ETB Position: Q3 2026 in Review

IFP Advisors increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 0.68% in Q3 2026, buying an estimated $543 and bringing the position to 5,197 shares worth $79.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

IFP Advisors first reported a position in ETB in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.09M in Q1 2018. 24 funds tracked by Wall St. Rank hold ETB as of Q3 2026.

  • IFP Advisors held 5,197 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $79.7K as of Q3 2026.
  • IFP Advisors bought 35 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2026, an estimated $543.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2105 holding.
  • IFP Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2015 and has held it in 33 quarters since.
  • IFP Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $1.09M in Q1 2018.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.