DFA
EIM

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

DHJJ Financial 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
2024
Q2 		– Sell
-1,260
Closed -$13K – 837
2024
Q1 		$13K Hold
1,260
– – 0.01% 417
2023
Q4 		$12.8K Hold
1,260
– – 0.01% 415
2023
Q3 		$11.3K Buy
+1,260
New +$12.2K 0.01% 420

Other funds holding EIM

KIM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DHJJ Financial Advisors's EIM Position: Q2 2024 in Review

DHJJ Financial Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2024, closing a stake of 1,260 shares — an estimated $13K sold.

DHJJ Financial Advisors first reported a position in EIM in Q3 2023 and held it in 3 quarters. The position peaked at $13K in Q1 2024. 112 funds tracked by Wall St. Rank hold EIM as of Q2 2024.

  • DHJJ Financial Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • DHJJ Financial Advisors sold 1,260 Eaton Vance Municipal Bond Fund shares in Q2 2024, an estimated $13K.
  • DHJJ Financial Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q3 2023 and held it in 3 quarters.
  • DHJJ Financial Advisors's Eaton Vance Municipal Bond Fund position peaked at $13K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2024.

Based on DHJJ Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.