Benchmark Wealth Management’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Benchmark Wealth Management’s Portfolio EVIM Stock Details EVIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$324K	Buy	+6,306	New	+$322K	0.14%	58

Other funds holding EVIM

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Coign Capital Advisors Draper, Utah $190M AUM 12.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Benchmark Wealth Management's EVIM Position: Q2 2025 in Review

Benchmark Wealth Management opened a new position in Eaton Vance Intermediate Municipal Income ETF (EVIM) in Q2 2025: 6,306 shares worth $324K. The stake represents 0.14% of the portfolio and ranks #58 among its holdings.

15 funds tracked by Wall St. Rank hold EVIM as of Q2 2025.

Benchmark Wealth Management held 6,306 shares of Eaton Vance Intermediate Municipal Income ETF worth $324K as of Q2 2025.
Eaton Vance Intermediate Municipal Income ETF was a new Benchmark Wealth Management position in Q2 2025.
Eaton Vance Intermediate Municipal Income ETF made up 0.14% of Benchmark Wealth Management's portfolio in Q2 2025, its #58 holding.
15 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.