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

Shaker Financial Services’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 		$6.85M Buy
447,139
+9,310
+2% +$145K 2.26% 7
2026
Q2 		$6.8M Sell
437,829
-30,779
-7% -$470K 2.13% 9
2026
Q1 		$6.76M Sell
468,608
-25,806
-5% -$392K 2.36% 6
2025
Q4 		$7.55M Buy
494,414
+768
+0.2% +$11.6K 2.39% 4
2025
Q3 		$7.4M Sell
493,646
-44,360
-8% -$653K 2.54% 5
2025
Q2 		$7.77M Sell
538,006
-15,535
-3% -$211K 2.82% 5
2025
Q1 		$7.56M Buy
553,541
+334,439
+153% +$4.88M 2.94% 4
2024
Q4 		$3.29M Sell
219,102
-106,844
-33% -$1.57M 1.26% 18
2024
Q3 		$4.7M Buy
325,946
+64,232
+25% +$905K 1.77% 13
2024
Q2 		$3.7M Buy
261,714
+16,111
+7% +$220K 1.49% 18
2024
Q1 		$3.35M Buy
245,603
+55,929
+29% +$744K 1.3% 22
2023
Q4 		$2.46M Sell
189,674
-19,927
-10% -$252K 1.01% 37
2023
Q3 		$2.64M Buy
209,601
+105,949
+102% +$1.42M 1.23% 19
2023
Q2 		$1.44M Sell
103,652
-28,194
-21% -$369K 0.63% 60
2023
Q1 		$1.72M Buy
+131,846
New +$1.75M 0.75% 48
2021
Q2 		– Sell
-16,578
Closed -$261K – 166
2021
Q1 		$261K Sell
16,578
-43,981
-73% -$662K 0.1% 150
2020
Q4 		$908K Buy
+60,559
New +$858K 0.38% 91
2019
Q1 		– Sell
-41,747
Closed -$561K – 125
2018
Q4 		$561K Buy
+41,747
New +$629K 0.32% 82
2014
Q4 		– Sell
-61,042
Closed -$954K – 142
2014
Q3 		$954K Sell
61,042
-689
-1% -$11K 0.62% 55
2014
Q2 		$986K Buy
+61,731
New +$980K 0.6% 58
2014
Q1 		– Sell
-28,264
Closed -$421K – 147
2013
Q4 		$421K Sell
28,264
-51,582
-65% -$759K 0.29% 100
2013
Q3 		$1.15M Buy
79,846
+69,497
+672% +$1.04M 0.85% 40
2013
Q2 		$150K Buy
+10,349
New +$154K 0.11% 146

Other funds holding ETB

SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Shaker Financial Services's ETB Position: Q3 2026 in Review

Shaker Financial Services increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 2.1% in Q3 2026, buying an estimated $145K and bringing the position to 447,139 shares worth $6.85M. The position accounts for 2.26% of the portfolio, ranked #7.

Shaker Financial Services first reported a position in ETB in Q2 2013 and has held it in 23 quarters since. The position peaked at $7.77M in Q2 2025. 8 funds tracked by Wall St. Rank hold ETB as of Q3 2026.

  • Shaker Financial Services held 447,139 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $6.85M as of Q3 2026.
  • Shaker Financial Services bought 9,310 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2026, an estimated $145K.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up 2.26% of Shaker Financial Services's portfolio in Q3 2026, its #7 holding.
  • Shaker Financial Services first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2013 and has held it in 23 quarters since.
  • Shaker Financial Services's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $7.77M in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.