IWM
ETB

IHT Wealth Management’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

IHT Wealth Management’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
2025
Q2 		– Sell
-77,097
Closed -$1.05M – 1168
2025
Q1 		$1.05M Sell
77,097
-696
-0.9% -$10.2K 0.03% 461
2024
Q4 		$1.17M Sell
77,793
-38,620
-33% -$569K 0.04% 407
2024
Q3 		$1.68M Buy
116,413
+39,027
+50% +$550K 0.05% 363
2024
Q2 		$1.09M Sell
77,386
-396
-0.5% -$5.4K 0.04% 405
2024
Q1 		$1.06M Buy
77,782
+8,755
+13% +$116K 0.04% 401
2023
Q4 		$896K Sell
69,027
-290
-0.4% -$3.67K 0.04% 419
2023
Q3 		$874K Buy
69,317
+32,975
+91% +$443K 0.04% 384
2023
Q2 		$505K Buy
36,342
+5,350
+17% +$70K 0.03% 531
2023
Q1 		$404K Buy
30,992
+912
+3% +$12.1K 0.02% 581
2022
Q4 		$396K Sell
30,080
-1,311
-4% -$18.7K 0.02% 558
2022
Q3 		$415K Sell
31,391
-159
-0.5% -$2.52K 0.03% 511
2022
Q2 		$474K Buy
31,550
+136
+0.4% +$2.1K 0.04% 399
2022
Q1 		$531K Sell
31,414
-174
-0.6% -$2.88K 0.04% 394
2021
Q4 		$541K Buy
31,588
+121
+0.4% +$2.01K 0.04% 414
2021
Q3 		$504K Buy
31,467
+1,090
+4% +$18K 0.04% 429
2021
Q2 		$510K Buy
30,377
+778
+3% +$12.7K 0.03% 528
2021
Q1 		$466K Buy
29,599
+310
+1% +$4.67K 0.03% 479
2020
Q4 		$439K Buy
29,289
+1,374
+5% +$19.5K 0.04% 450
2020
Q3 		$381K Buy
27,915
+12,322
+79% +$172K 0.04% 413
2020
Q2 		$217K Sell
15,593
-37,561
-71% -$501K 0.03% 500
2020
Q1 		$648K Sell
53,154
-1,269
-2% -$19.3K 0.09% 228
2019
Q4 		$893K Buy
54,423
+1,126
+2% +$18.3K 0.11% 221
2019
Q3 		$876K Buy
53,297
+1,378
+3% +$21.6K 0.12% 198
2019
Q2 		$820K Buy
51,919
+35,049
+208% +$548K 0.12% 202
2019
Q1 		$264K Buy
+16,870
New +$251K 0.04% 390

Other funds holding ETB

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's ETB Position: Q2 2025 in Review

IHT Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2025, closing a stake of 77,097 shares — an estimated $1.05M sold.

IHT Wealth Management first reported a position in ETB in Q1 2019 and held it in 25 quarters. The position peaked at $1.68M in Q3 2024. 88 funds tracked by Wall St. Rank hold ETB as of Q2 2025.

  • IHT Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 77,097 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2025, an estimated $1.05M.
  • IHT Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2019 and held it in 25 quarters.
  • IHT Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $1.68M in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.