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

KIM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $2.1B AUM 2.15% 1-Year Est. Return

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

WANY

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Caldwell Trust's EIM Position: Q2 2025 in Review

Caldwell Trust sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2025, closing a stake of 4,006 shares — an estimated $39.9K sold.

Caldwell Trust first reported a position in EIM in Q4 2021 and held it in 14 quarters. The position peaked at $54.4K in Q4 2021. 109 funds tracked by Wall St. Rank hold EIM as of Q2 2025.

Caldwell Trust reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
Caldwell Trust sold 4,006 Eaton Vance Municipal Bond Fund shares in Q2 2025, an estimated $39.9K.
Caldwell Trust first reported a position in Eaton Vance Municipal Bond Fund in Q4 2021 and held it in 14 quarters.
Caldwell Trust's Eaton Vance Municipal Bond Fund position peaked at $54.4K in Q4 2021.
109 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2025.

Based on Caldwell Trust's 13F filing for Q2 2025, filed 22 Sep 2025.