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Eaton Vance Floating-Rate Income Trust shares owned by Sontag Advisory

Quarter-by-quarter ownership of Eaton Vance Floating-Rate Income Trust (EFT) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Eaton Vance Floating-Rate Income Trust

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All positions including Eaton Vance Floating-Rate Income Trust held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Floating-Rate Income Trust by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $174k 15k 11.29
2025-09-30 $285k 24k 11.77
2022-09-30 $122k 11k 11.34
2022-06-30 $227k 19k 11.79
2022-03-31 $585k 44k 13.22
2021-12-31 $946k 63k 15.07
2021-09-30 $853k 59k 14.58
2021-06-30 $842k 59k 14.39
2021-03-31 $595k 42k 14.10
2020-03-31 $387k 38k 10.25

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
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Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Eaton Vance Floating-Rate Income Trust

Raymond James Financial
Invesco
Advisors Asset Management
Guggenheim Capital, LLC Managers
Polar Securities
Logan Stone Capital
Hennion & Walsh Asset Management
Wolverine Asset Management
Pathstone Holdings
Ethos Financial Group
Royal Bank of Canada
LPL Financial
Advisor Group Holdings
ICON Advisers
Apollon Wealth Management

View all funds holding Eaton Vance Floating-Rate Income Trust