Vault-13

EATON VANCE TOTAL RETURN BOND I EIBAX

BOND FUNDS · Open-End Fund · CUSIP 277923454

2 institutional holders +0 vs Q1 2026
390,940390.9k shares reported held*
$4.1mreported value*
1 new 0 added 0 reduced 1 sold out net bought ≈ $3.8m (+375.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.44.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

012Q2 23: 1Q3 23: 1Q4 23: 1Q1 24: 0Q2 24: 0Q3 24: 1Q4 24: 1Q1 25: 1Q2 25: 1Q3 25: 1Q4 25: 1Q1 26: 2Q2 26: 22Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 20231
Q3 20231
Q4 20231
Q1 20240
Q2 20240
Q3 20241
Q4 20241
Q1 20251
Q2 20251
Q3 20251
Q4 20251
Q1 20262
Q2 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q1 24: 0 bought or addedQ1 24: 1 cut or sold outQ4 24: 0 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 0 cut or sold outQ2 25: 0 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 0 bought or addedQ3 25: 0 cut or sold outQ4 25: 0 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 0 cut or sold outQ2 26: 1 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202401
Q4 202400
Q1 202500
Q2 202500
Q3 202500
Q4 202500
Q1 202610
Q2 202611

Biggest buyers

Wealthspire Advisors, LLC New +390,935+390.9k

Biggest sellers

Coston, McIsaac & Partners Sold out -15,222-15.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 390,935390.9k $4.1m $4.1m 0.02% New
2 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 55 $50 $50 0.00% First filing