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

Clearstead 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
2026 Q2	$254K	Buy	25,545 +84	+0.3%	+$825	﹤0.01%	986
2026 Q1	$249K	Buy	25,461 +5,461	+27%	+$54K	﹤0.01%	926
2025 Q4	$195K	Hold	20,000	–	–	﹤0.01%	943
2025 Q3	$199K	Hold	20,000	–	–	﹤0.01%	883
2025 Q2	$193K	Hold	20,000	–	–	﹤0.01%	905
2025 Q1	$199K	Buy	20,000 +10,000	+100%	+$102K	﹤0.01%	843
2024 Q4	$104K	Hold	10,000	–	–	﹤0.01%	1026
2024 Q3	$108K	Hold	10,000	–	–	﹤0.01%	1012
2024 Q2	$106K	Buy	+10,000	New	+$103K	﹤0.01%	985
2022 Q1	–	Sell	-374	Closed	-$5K	–	1398
2021 Q4	$5K	Buy	+374	New	+$5.01K	﹤0.01%	992

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Clearstead Advisors's EIM Position: Q2 2026 in Review

Clearstead Advisors increased its Eaton Vance Municipal Bond Fund (EIM) stake by 0.33% in Q2 2026, buying an estimated $825 and bringing the position to 25,545 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Clearstead Advisors first reported a position in EIM in Q4 2021 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

Clearstead Advisors held 25,545 shares of Eaton Vance Municipal Bond Fund worth $254K as of Q2 2026.
Clearstead Advisors bought 84 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $825.
Eaton Vance Municipal Bond Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #986 holding.
Clearstead Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q4 2021 and has held it in 10 quarters since.
116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.