Envestnet Asset Management
EIM

Envestnet Asset Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Envestnet Asset 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
Q1 		$194K Buy
19,813
+4,997
+34% +$49.4K ﹤0.01% 4518
2025
Q4 		$144K Buy
+14,816
New +$146K ﹤0.01% 4319
2024
Q1 		– Sell
-114,417
Closed -$1.16M – 4209
2023
Q4 		$1.16M Buy
114,417
+9,025
+9% +$84.8K ﹤0.01% 2837
2023
Q3 		$944K Buy
105,392
+330
+0.3% +$3.19K ﹤0.01% 2849
2023
Q2 		$1.05M Buy
105,062
+3,283
+3% +$33K ﹤0.01% 2722
2023
Q1 		$1.06M Sell
101,779
-12,654
-11% -$130K ﹤0.01% 2638
2022
Q4 		$1.19M Sell
114,433
-35,936
-24% -$355K ﹤0.01% 2507
2022
Q3 		$1.46M Buy
150,369
+1,064
+0.7% +$11.3K ﹤0.01% 2283
2022
Q2 		$1.6M Sell
149,305
-4,714
-3% -$51.1K ﹤0.01% 2247
2022
Q1 		$1.77M Buy
154,019
+6,555
+4% +$80.2K ﹤0.01% 2273
2021
Q4 		$2M Buy
147,464
+17,738
+14% +$238K ﹤0.01% 2179
2021
Q3 		$1.74M Sell
129,726
-3,007
-2% -$41.5K ﹤0.01% 2175
2021
Q2 		$1.82M Buy
132,733
+16,273
+14% +$220K ﹤0.01% 2117
2021
Q1 		$1.55M Buy
116,460
+14,477
+14% +$192K ﹤0.01% 2103
2020
Q4 		$1.39M Buy
101,983
+13,138
+15% +$173K ﹤0.01% 1994
2020
Q3 		$1.17M Sell
88,845
-14,320
-14% -$188K ﹤0.01% 1924
2020
Q2 		$1.31M Buy
103,165
+21,783
+27% +$271K ﹤0.01% 1808
2020
Q1 		$1.02M Buy
81,382
+6,982
+9% +$89.4K ﹤0.01% 1811
2019
Q4 		$958K Buy
74,400
+6,143
+9% +$79K ﹤0.01% 2053
2019
Q3 		$885K Buy
68,257
+8,011
+13% +$103K ﹤0.01% 2027
2019
Q2 		$749K Buy
60,246
+5,003
+9% +$62.3K ﹤0.01% 2140
2019
Q1 		$685K Buy
55,243
+31,491
+133% +$371K ﹤0.01% 2139
2018
Q4 		$268K Buy
23,752
+6,614
+39% +$73.6K ﹤0.01% 2488
2018
Q3 		$198K Buy
+17,138
New +$201K ﹤0.01% 1202

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's EIM Position: Q1 2026 in Review

Envestnet Asset Management increased its Eaton Vance Municipal Bond Fund (EIM) stake by 34% in Q1 2026, buying an estimated $49.4K and bringing the position to 19,813 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #4518.

Envestnet Asset Management first reported a position in EIM in Q3 2018 and has held it in 24 quarters since. The position peaked at $2M in Q4 2021. 114 funds tracked by Wall St. Rank hold EIM as of Q1 2026.

  • Envestnet Asset Management held 19,813 shares of Eaton Vance Municipal Bond Fund worth $194K as of Q1 2026.
  • Envestnet Asset Management bought 4,997 Eaton Vance Municipal Bond Fund shares in Q1 2026, an estimated $49.4K.
  • Eaton Vance Municipal Bond Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4518 holding.
  • Envestnet Asset Management first reported a position in Eaton Vance Municipal Bond Fund in Q3 2018 and has held it in 24 quarters since.
  • Envestnet Asset Management's Eaton Vance Municipal Bond Fund position peaked at $2M in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.