Ironwood Financial’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-3,600	Closed	-$58K	–	244
2021 Q3	$58K	Hold	3,600	–	–	0.02%	188
2021 Q2	$60K	Hold	3,600	–	–	0.02%	179
2021 Q1	$57K	Hold	3,600	–	–	0.02%	170
2020 Q4	$54K	Hold	3,600	–	–	0.02%	163
2020 Q3	$49K	Hold	3,600	–	–	0.02%	118
2020 Q2	$50K	Hold	3,600	–	–	0.03%	109
2020 Q1	$44K	Hold	3,600	–	–	0.03%	90
2019 Q4	$59K	Hold	3,600	–	–	0.03%	102
2019 Q3	$56K	Hold	3,600	–	–	0.03%	102
2019 Q2	$56K	Hold	3,600	–	–	0.03%	101
2019 Q1	$56K	Hold	3,600	–	–	0.03%	103
2018 Q4	$48K	Hold	3,600	–	–	0.03%	101
2018 Q3	$60K	Buy	+3,600	New	+$59.7K	0.03%	94

Other funds holding ETB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ironwood Financial's ETB Position: Q4 2021 in Review

Ironwood Financial sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2021, closing a stake of 3,600 shares — an estimated $58K sold.

Ironwood Financial first reported a position in ETB in Q3 2018 and held it in 13 quarters. The position peaked at $60K in Q2 2021. 62 funds tracked by Wall St. Rank hold ETB as of Q4 2021.

Ironwood Financial reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 3,600 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2021, an estimated $58K.
Ironwood Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2018 and held it in 13 quarters.
Ironwood Financial's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $60K in Q2 2021.
62 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.