Carson Wealth (CWM LLC)
EIM

Carson Wealth (CWM LLC)’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$48.7K Buy
4,985
+2,377
+91% +$23.5K ﹤0.01% 3833
2025
Q4 		$25K Buy
+2,608
New +$25.8K ﹤0.01% 4040
2023
Q3 		– Sell
-875
Closed -$9K – 4261
2023
Q2 		$9K Buy
875
+9
+1% +$91 ﹤0.01% 3129
2023
Q1 		$9K Sell
866
-3
-0.3% -$31 ﹤0.01% 3000
2022
Q4 		$9K Buy
869
+179
+26% +$1.77K ﹤0.01% 2841
2022
Q3 		$7K Buy
690
+312
+83% +$3.33K ﹤0.01% 2888
2022
Q2 		$4K Buy
378
+12
+3% +$130 ﹤0.01% 3070
2022
Q1 		$4K Sell
366
-13
-3% -$159 ﹤0.01% 2918
2021
Q4 		$5K Buy
+379
New +$5.08K ﹤0.01% 2712
2021
Q2 		$6K Hold
404
– – ﹤0.01% 2287
2021
Q1 		$6K Hold
404
– – ﹤0.01% 2287
2020
Q4 		$6K Hold
404
– – ﹤0.01% 2287
2020
Q3 		$6K Hold
404
– – ﹤0.01% 2287
2020
Q2 		$6K Hold
404
– – ﹤0.01% 2287
2020
Q1 		$6K Hold
404
– – ﹤0.01% 2287
2019
Q4 		$6K Hold
404
– – ﹤0.01% 2287
2019
Q3 		$6K Hold
404
– – ﹤0.01% 2287
2019
Q2 		$6K Hold
404
– – ﹤0.01% 2287
2019
Q1 		$6K Sell
404
-596
-60% -$7.02K ﹤0.01% 2287
2018
Q4 		$11K Buy
+1,000
New +$11.1K ﹤0.01% 1299

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EIM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Eaton Vance Municipal Bond Fund (EIM) stake by 91% in Q1 2026, buying an estimated $23.5K and bringing the position to 4,985 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3833.

Carson Wealth (CWM LLC) first reported a position in EIM in Q4 2018 and has held it in 20 quarters since. 115 funds tracked by Wall St. Rank hold EIM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,985 shares of Eaton Vance Municipal Bond Fund worth $48.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,377 Eaton Vance Municipal Bond Fund shares in Q1 2026, an estimated $23.5K.
  • Eaton Vance Municipal Bond Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3833 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Municipal Bond Fund in Q4 2018 and has held it in 20 quarters since.
  • 115 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.