Shaker Financial Services’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Shaker Financial Services’s Portfolio EFT Stock Details EFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366K	Sell	33,856 -20,031	-37%	-$217K	0.11%	123
2026 Q1	$578K	Sell	53,887 -13,125	-20%	-$146K	0.2%	106
2025 Q4	$762K	Buy	67,012 +54,212	+424%	+$621K	0.24%	114
2025 Q3	$151K	Buy	+12,800	New	+$156K	0.05%	144
2025 Q1	–	Sell	-35,985	Closed	-$465K	–	160
2024 Q4	$465K	Sell	35,985 -18,767	-34%	-$248K	0.18%	129
2024 Q3	$705K	Buy	+54,752	New	+$722K	0.27%	98
2023 Q4	–	Sell	-99,117	Closed	-$1.22M	–	157
2023 Q3	$1.22M	Sell	99,117 -76,318	-44%	-$923K	0.57%	60
2023 Q2	$2.05M	Sell	175,435 -7,611	-4%	-$87.2K	0.9%	38
2023 Q1	$2.11M	Buy	183,046 +19,693	+12%	+$230K	0.92%	38
2022 Q4	$1.82M	Buy	163,353 +4,318	+3%	+$48.8K	0.85%	38
2022 Q3	$1.81M	Sell	159,035 -7,841	-5%	-$94.7K	0.89%	34
2022 Q2	$1.97M	Buy	166,876 +39,813	+31%	+$496K	0.96%	35
2022 Q1	$1.68M	Buy	+127,063	New	+$1.78M	0.63%	55
2020 Q4	–	Sell	-56,605	Closed	-$672K	–	175
2020 Q3	$672K	Buy	56,605 +11,849	+26%	+$140K	0.36%	83
2020 Q2	$510K	Buy	44,756 +7,230	+19%	+$79.4K	0.28%	98
2020 Q1	$385K	Buy	37,526 +604	+2%	+$7.72K	0.26%	107
2019 Q4	$507K	Sell	36,922 -16,745	-31%	-$224K	0.23%	90
2019 Q3	$709K	Sell	53,667 -665	-1%	-$8.85K	0.36%	80
2019 Q2	$732K	Buy	54,332 +34,022	+168%	+$461K	0.38%	73
2019 Q1	$268K	Buy	+20,310	New	+$272K	0.14%	105
2014 Q4	–	Sell	-39,426	Closed	-$574K	–	141
2014 Q3	$574K	Sell	39,426 -22,500	-36%	-$335K	0.37%	76
2014 Q2	$934K	Buy	+61,926	New	+$938K	0.57%	64

Other funds holding EFT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Shaker Financial Services's EFT Position: Q2 2026 in Review

Shaker Financial Services reduced its Eaton Vance Floating-Rate Income Trust (EFT) stake by 37% in Q2 2026, selling an estimated $217K and leaving 33,856 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #123.

Shaker Financial Services first reported a position in EFT in Q2 2014 and has held it in 22 quarters since. The position peaked at $2.11M in Q1 2023. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

Shaker Financial Services held 33,856 shares of Eaton Vance Floating-Rate Income Trust worth $366K as of Q2 2026.
Shaker Financial Services sold 20,031 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $217K.
Eaton Vance Floating-Rate Income Trust made up 0.11% of Shaker Financial Services's portfolio in Q2 2026, its #123 holding.
Shaker Financial Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2014 and has held it in 22 quarters since.
Shaker Financial Services's Eaton Vance Floating-Rate Income Trust position peaked at $2.11M in Q1 2023.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.