Caldwell Trust’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Caldwell Trust’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	-4,006	Closed	-$39.9K	–	749
2025 Q1	$39.9K	Hold	4,006	–	–	﹤0.01%	483
2024 Q4	$41.5K	Hold	4,006	–	–	﹤0.01%	474
2024 Q3	$43.1K	Hold	4,006	–	–	﹤0.01%	473
2024 Q2	$42.4K	Hold	4,006	–	–	﹤0.01%	471
2024 Q1	$41.5K	Hold	4,006	–	–	﹤0.01%	478
2023 Q4	$40.6K	Hold	4,006	–	–	0.01%	470
2023 Q3	$35.9K	Hold	4,006	–	–	﹤0.01%	482
2023 Q2	$39.9K	Hold	4,006	–	–	0.01%	481
2023 Q1	$41.7K	Hold	4,006	–	–	0.01%	463
2022 Q4	$41.6K	Hold	4,006	–	–	0.01%	448
2022 Q3	$38.8K	Hold	4,006	–	–	0.01%	466
2022 Q2	$42.9K	Hold	4,006	–	–	0.01%	463
2022 Q1	$46.1K	Hold	4,006	–	–	0.01%	473
2021 Q4	$54.4K	Buy	+4,006	New	+$53.7K	0.01%	450

Other funds holding EIM

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

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

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return