Vault-13

EATON VANCE STRATEGIC IN ESIIX

BOND FUNDS · Open-End Fund · CUSIP 277923579

0 institutional holders -2 vs Q1 2025
—reported value*
0 new 0 added 0 reduced 2 sold out net sold ≈ $2.2m (-327.4k 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.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 1Q4 22: 1Q1 23: 1Q2 23: 1Q3 23: 3Q4 23: 4Q1 24: 2Q2 24: 3Q3 24: 2Q4 24: 2Q1 25: 2Q2 25: 00Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20231
Q2 20231
Q3 20233
Q4 20234
Q1 20242
Q2 20243
Q3 20242
Q4 20242
Q1 20252
Q2 20250

Buyers vs sellers

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

Bought or addedCut or sold out
404Q3 23: 3 bought or addedQ3 23: 0 cut or sold outQ4 23: 3 bought or addedQ4 23: 1 cut or sold outQ4 23Q1 24: 1 bought or addedQ1 24: 3 cut or sold outQ2 24: 1 bought or addedQ2 24: 2 cut or sold outQ2 24Q3 24: 1 bought or addedQ3 24: 2 cut or sold outQ4 24: 2 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 1 cut or sold outQ2 25: 0 bought or addedQ2 25: 2 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202330
Q4 202331
Q1 202413
Q2 202412
Q3 202412
Q4 202420
Q1 202511
Q2 202502

Biggest buyers

None

Biggest sellers

Ascentis Wealth Management, LLC Sold out -314,230-314.2k
FIRST MERCHANTS CORP Sold out -13,172-13.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change