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

Concurrent Investment 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	$372K	Sell	37,363 -2,231	-6%	-$21.9K	﹤0.01%	1569
2026 Q1	$387K	Buy	39,594 +14,613	+58%	+$144K	﹤0.01%	1345
2025 Q4	$243K	Sell	24,981 -10,576	-30%	-$105K	﹤0.01%	1523
2025 Q3	$353K	Buy	35,557 +3,017	+9%	+$29.4K	0.01%	1071
2025 Q2	$315K	Buy	32,540 +2,500	+8%	+$24.1K	0.01%	1046
2025 Q1	$300K	Sell	30,040 -5,067	-14%	-$51.6K	0.01%	926
2024 Q4	$364K	Buy	35,107 +1,854	+6%	+$19.6K	0.01%	760
2024 Q3	$358K	Buy	+33,253	New	+$350K	0.01%	722
2024 Q2	–	Sell	-46,712	Closed	-$483K	–	1014
2024 Q1	$483K	Buy	46,712 +3,564	+8%	+$36.5K	0.02%	560
2023 Q4	$437K	Buy	+43,148	New	+$405K	0.02%	524

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

Concurrent Investment Advisors's EIM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 5.6% in Q2 2026, selling an estimated $21.9K and leaving 37,363 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Concurrent Investment Advisors first reported a position in EIM in Q4 2023 and has held it in 10 quarters since. The position peaked at $483K in Q1 2024. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

Concurrent Investment Advisors held 37,363 shares of Eaton Vance Municipal Bond Fund worth $372K as of Q2 2026.
Concurrent Investment Advisors sold 2,231 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $21.9K.
Eaton Vance Municipal Bond Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1569 holding.
Concurrent Investment Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Eaton Vance Municipal Bond Fund position peaked at $483K in Q1 2024.
116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.