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

Sims Investment 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
2026
Q3 		$1.54M Hold
100,475
– – 0.48% 19
2026
Q2 		$1.56M Hold
100,475
– – 0.48% 20
2026
Q1 		$1.45M Hold
100,475
– – 0.53% 19
2025
Q4 		$1.53M Sell
100,475
-625
-0.6% -$9.45K 0.54% 19
2025
Q3 		$1.52M Buy
101,100
+500
+0.5% +$7.36K 0.55% 19
2025
Q2 		$1.45M Sell
100,600
-125
-0.1% -$1.7K 0.58% 18
2025
Q1 		$1.37M Buy
100,725
+300
+0.3% +$4.38K 0.61% 18
2024
Q4 		$1.51M Buy
+100,425
New +$1.48M 0.85% 15

Other funds holding ETB

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 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

Sims Investment Management's ETB Position: Q3 2026 in Review

Sims Investment Management held its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) position steady in Q3 2026 at 100,475 shares worth $1.54M. The position accounts for 0.48% of the portfolio, ranked #19.

Sims Investment Management first reported a position in ETB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q2 2026. 8 funds tracked by Wall St. Rank hold ETB as of Q3 2026.

  • Sims Investment Management held 100,475 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $1.54M as of Q3 2026.
  • Sims Investment Management left its Eaton Vance Tax-Managed Buy-Write Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.48% of Sims Investment Management's portfolio in Q3 2026, its #19 holding.
  • Sims Investment Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2024 and has held it in 8 quarters since.
  • Sims Investment Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $1.56M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.