BPA
EIM

Beacon Pointe Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Beacon Pointe Advisors’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
Q2 		– Sell
-20,707
Closed -$206K – 1262
2025
Q1 		$206K Buy
20,707
+309
+2% +$3.15K ﹤0.01% 1145
2024
Q4 		$211K Buy
20,398
+295
+1% +$3.11K ﹤0.01% 1133
2024
Q3 		$216K Buy
20,103
+9,201
+84% +$96.9K ﹤0.01% 1139
2024
Q2 		$115K Buy
10,902
+148
+1% +$1.53K ﹤0.01% 1225
2024
Q1 		$111K Buy
10,754
+147
+1% +$1.5K ﹤0.01% 1302
2023
Q4 		$107K Sell
10,607
-13,589
-56% -$128K ﹤0.01% 1276
2023
Q3 		$217K Sell
24,196
-10,716
-31% -$104K ﹤0.01% 1195
2023
Q2 		$347K Buy
34,912
+10,664
+44% +$107K 0.01% 837
2023
Q1 		$252K Buy
24,248
+114
+0.5% +$1.17K ﹤0.01% 995
2022
Q4 		$251K Sell
24,134
-28,606
-54% -$283K ﹤0.01% 925
2022
Q3 		$510K Buy
52,740
+15,464
+41% +$165K 0.01% 630
2022
Q2 		$399K Buy
37,276
+8
+0% +$87 0.01% 725
2022
Q1 		$429K Buy
37,268
+10,833
+41% +$133K 0.01% 850
2021
Q4 		$359K Sell
26,435
-444
-2% -$5.95K 0.01% 666
2021
Q3 		$360K Sell
26,879
-121
-0.4% -$1.67K 0.01% 638
2021
Q2 		$369K Hold
27,000
– – 0.01% 587
2021
Q1 		$359K Hold
27,000
– – 0.02% 351
2020
Q4 		$367K Hold
27,000
– – 0.03% 329
2020
Q3 		$356K Hold
27,000
– – 0.03% 273
2020
Q2 		$343K Hold
27,000
– – 0.03% 284
2020
Q1 		$337K Buy
+27,000
New +$346K 0.05% 216

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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Beacon Pointe Advisors's EIM Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2025, closing a stake of 20,707 shares — an estimated $206K sold.

Beacon Pointe Advisors first reported a position in EIM in Q1 2020 and held it in 21 quarters. The position peaked at $510K in Q3 2022. 109 funds tracked by Wall St. Rank hold EIM as of Q2 2025.

  • Beacon Pointe Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 20,707 Eaton Vance Municipal Bond Fund shares in Q2 2025, an estimated $206K.
  • Beacon Pointe Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q1 2020 and held it in 21 quarters.
  • Beacon Pointe Advisors's Eaton Vance Municipal Bond Fund position peaked at $510K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.