DWM
EIM

Dakota Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Dakota Wealth Management’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 		$1.97M Sell
197,690
-3,270
-2% -$32.1K 0.04% 313
2026
Q1 		$1.96M Sell
200,960
-6,640
-3% -$65.6K 0.04% 285
2025
Q4 		$2.02M Sell
207,600
-44,666
-18% -$442K 0.04% 286
2025
Q3 		$2.51M Sell
252,266
-74,223
-23% -$723K 0.05% 229
2025
Q2 		$3.16M Buy
326,489
+29,360
+10% +$283K 0.07% 207
2025
Q1 		$2.96M Sell
297,129
-19,886
-6% -$203K 0.07% 211
2024
Q4 		$3.28M Buy
317,015
+9,838
+3% +$104K 0.08% 197
2024
Q3 		$3.31M Sell
307,177
-186,536
-38% -$1.96M 0.07% 217
2024
Q2 		$5.22M Buy
493,713
+46,576
+10% +$480K 0.12% 156
2024
Q1 		$4.63M Buy
447,137
+63,444
+17% +$649K 0.11% 163
2023
Q4 		$3.89M Sell
383,693
-80,177
-17% -$753K 0.15% 145
2023
Q3 		$4.16M Buy
463,870
+77,902
+20% +$754K 0.18% 127
2023
Q2 		$3.84M Buy
385,968
+9,415
+3% +$94.8K 0.18% 122
2023
Q1 		$3.92M Buy
376,553
+43,082
+13% +$442K 0.26% 101
2022
Q4 		$3.46M Buy
333,471
+133,265
+67% +$1.32M 0.25% 98
2022
Q3 		$1.94M Buy
200,206
+7,947
+4% +$84.8K 0.16% 148
2022
Q2 		$2.06M Buy
192,259
+58,546
+44% +$634K 0.19% 130
2022
Q1 		$1.54M Buy
133,713
+39,856
+42% +$488K 0.12% 168
2021
Q4 		$1.27M Sell
93,857
-10,323
-10% -$138K 0.13% 142
2021
Q3 		$1.39M Sell
104,180
-63,491
-38% -$875K 0.16% 141
2021
Q2 		$2.29M Sell
167,671
-45,574
-21% -$617K 0.27% 100
2021
Q1 		$2.84M Sell
213,245
-25,819
-11% -$343K 0.37% 78
2020
Q4 		$3.25M Sell
239,064
-62,055
-21% -$817K 0.42% 63
2020
Q3 		$3.97M Sell
301,119
-74,370
-20% -$975K 0.63% 53
2020
Q2 		$4.78M Buy
375,489
+237
+0.1% +$2.95K 0.82% 33
2020
Q1 		$4.68M Buy
375,252
+7,342
+2% +$94K 1.02% 26
2019
Q4 		$4.74M Sell
367,910
-54,885
-13% -$706K 0.76% 38
2019
Q3 		$5.48M Buy
422,795
+67,886
+19% +$869K 0.94% 29
2019
Q2 		$4.41M Sell
354,909
-49,994
-12% -$623K 0.84% 33
2019
Q1 		$5.02M Buy
404,903
+64,889
+19% +$764K 1% 25
2018
Q4 		$3.86M Buy
340,014
+10,374
+3% +$115K 0.87% 29
2018
Q3 		$3.8M Buy
+329,640
New +$3.87M 0.85% 30
2018
Q2 		– Sell
-12,693
Closed -$150K – 203
2018
Q1 		$150K Buy
+12,693
New +$153K 0.08% 87

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Dakota Wealth Management's EIM Position: Q2 2026 in Review

Dakota Wealth Management reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 1.6% in Q2 2026, selling an estimated $32.1K and leaving 197,690 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #313.

Dakota Wealth Management first reported a position in EIM in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.48M in Q3 2019. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • Dakota Wealth Management held 197,690 shares of Eaton Vance Municipal Bond Fund worth $1.97M as of Q2 2026.
  • Dakota Wealth Management sold 3,270 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $32.1K.
  • Eaton Vance Municipal Bond Fund made up 0.04% of Dakota Wealth Management's portfolio in Q2 2026, its #313 holding.
  • Dakota Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2018 and has held it in 33 quarters since.
  • Dakota Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $5.48M in Q3 2019.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.