AJ Wealth Strategies’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

AJ Wealth Strategies’s Portfolio EIM Stock Details EIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-26,439	Closed	-$359K	–	324
2021 Q4	$359K	Hold	26,439	–	–	0.02%	231
2021 Q3	$354K	Hold	26,439	–	–	0.02%	223
2021 Q2	$362K	Hold	26,439	–	–	0.02%	212
2021 Q1	$352K	Buy	26,439 +371	+1%	+$4.93K	0.03%	193
2020 Q4	$355K	Buy	26,068 +6,058	+30%	+$79.8K	0.03%	176
2020 Q3	$264K	Sell	20,010 -2,905	-13%	-$38.1K	0.03%	181
2020 Q2	$291K	Hold	22,915	–	–	0.03%	159
2020 Q1	$286K	Hold	22,915	–	–	0.04%	133
2019 Q4	$295K	Buy	+22,915	New	+$295K	0.03%	100

Other funds holding EIM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AJ Wealth Strategies's EIM Position: Q1 2022 in Review

AJ Wealth Strategies sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2022, closing a stake of 26,439 shares — an estimated $359K sold.

AJ Wealth Strategies first reported a position in EIM in Q4 2019 and held it in 9 quarters. The position peaked at $362K in Q2 2021. 137 funds tracked by Wall St. Rank hold EIM as of Q1 2022.

AJ Wealth Strategies reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
AJ Wealth Strategies sold 26,439 Eaton Vance Municipal Bond Fund shares in Q1 2022, an estimated $359K.
AJ Wealth Strategies first reported a position in Eaton Vance Municipal Bond Fund in Q4 2019 and held it in 9 quarters.
AJ Wealth Strategies's Eaton Vance Municipal Bond Fund position peaked at $362K in Q2 2021.
137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2022.

Based on AJ Wealth Strategies's 13F filing for Q1 2022, filed 13 May 2022.