AWM
EIM

Avior Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-4,804
Closed -$49.8K – 1199
2024
Q4 		$49.8K Sell
4,804
-751
-14% -$7.92K ﹤0.01% 1153
2024
Q3 		$59.8K Sell
5,555
-4,985
-47% -$52.5K ﹤0.01% 1057
2024
Q2 		$112K Buy
10,540
+1
+0% +$10 ﹤0.01% 833
2024
Q1 		$109K Buy
10,539
+10,415
+8,399% +$107K 0.01% 927
2023
Q4 		$1.26K Buy
124
+1
+0.8% +$9 ﹤0.01% 1354
2023
Q3 		$1.1K Buy
123
+2
+2% +$19 ﹤0.01% 1436
2023
Q2 		$1.21K Buy
121
+1
+0.8% +$10 ﹤0.01% 1404
2023
Q1 		$1.25K Buy
120
+1
+0.8% +$10 ﹤0.01% 1440
2022
Q4 		$1.24K Buy
119
+2
+2% +$20 ﹤0.01% 1101
2022
Q3 		$1K Buy
117
+1
+0.9% +$11 ﹤0.01% 1076
2022
Q2 		$1K Buy
116
+1
+0.9% +$11 ﹤0.01% 990
2022
Q1 		$1K Buy
115
+2
+2% +$24 ﹤0.01% 1027
2021
Q4 		$1K Buy
113
+1
+0.9% +$13 ﹤0.01% 1019
2021
Q3 		$1K Buy
112
+1
+0.9% +$14 ﹤0.01% 990
2021
Q2 		$1K Buy
111
+1
+0.9% +$14 ﹤0.01% 952
2021
Q1 		$1K Buy
110
+2
+2% +$27 ﹤0.01% 944
2020
Q4 		$1K Buy
108
+1
+0.9% +$13 ﹤0.01% 911
2020
Q3 		$1K Buy
107
+1
+0.9% +$13 ﹤0.01% 865
2020
Q2 		$1K Buy
+106
New +$1.32K ﹤0.01% 838

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's EIM Position: Q1 2025 in Review

Avior Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2025, closing a stake of 4,804 shares — an estimated $49.8K sold.

Avior Wealth Management first reported a position in EIM in Q2 2020 and held it in 19 quarters. The position peaked at $112K in Q2 2024. 112 funds tracked by Wall St. Rank hold EIM as of Q1 2025.

  • Avior Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4,804 Eaton Vance Municipal Bond Fund shares in Q1 2025, an estimated $49.8K.
  • Avior Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q2 2020 and held it in 19 quarters.
  • Avior Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $112K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.