AssetMark Inc’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

AssetMark Inc’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
2026 Q2	$559	Sell	56 -65	-54%	-$638	﹤0.01%	3272
2026 Q1	$1.18K	Buy	121 +23	+23%	+$227	﹤0.01%	3004
2025 Q4	$954	Hold	98	–	–	﹤0.01%	2948
2025 Q3	$974	Hold	98	–	–	﹤0.01%	2786
2025 Q2	$948	Sell	98 -1,027	-91%	-$9.91K	﹤0.01%	2622
2025 Q1	$11.2K	Buy	+1,125	New	+$11.5K	﹤0.01%	1829

Other funds holding EIM

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HWAM

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

AssetMark Inc's EIM Position: Q2 2026 in Review

AssetMark Inc reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 54% in Q2 2026, selling an estimated $638 and leaving 56 shares worth $559. The position accounts for ﹤0.01% of the portfolio, ranked #3272.

AssetMark Inc first reported a position in EIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.2K in Q1 2025. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

AssetMark Inc held 56 shares of Eaton Vance Municipal Bond Fund worth $559 as of Q2 2026.
AssetMark Inc sold 65 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $638.
Eaton Vance Municipal Bond Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3272 holding.
AssetMark Inc first reported a position in Eaton Vance Municipal Bond Fund in Q1 2025 and has held it in 6 quarters since.
AssetMark Inc's Eaton Vance Municipal Bond Fund position peaked at $11.2K in Q1 2025.
116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.