Fortitude Advisory Group’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Fortitude Advisory Group’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	$236K	Buy	23,655 +10,930	+86%	+$107K	0.09%	199
2026 Q1	$124K	Hold	12,725	–	–	0.06%	215
2025 Q4	$124K	Hold	12,725	–	–	0.05%	208
2025 Q3	$126K	Hold	12,725	–	–	0.07%	207
2025 Q2	$123K	Hold	12,725	–	–	0.07%	207
2025 Q1	$121K	Hold	12,725	–	–	0.09%	188
2024 Q4	$132K	Hold	12,725	–	–	0.08%	189
2024 Q3	$137K	Sell	12,725 -11,683	-48%	-$123K	0.09%	197
2024 Q2	$258K	Sell	24,408 -629	-3%	-$6.49K	0.15%	143
2024 Q1	$259K	Hold	25,037	–	–	0.15%	150
2023 Q4	$254K	Hold	25,037	–	–	0.15%	153
2023 Q3	$224K	Hold	25,037	–	–	0.15%	157
2023 Q2	$249K	Hold	25,037	–	–	0.18%	146
2023 Q1	$260K	Hold	25,037	–	–	0.2%	135
2022 Q4	$260K	Hold	25,037	–	–	0.22%	132
2022 Q3	$242K	Hold	25,037	–	–	0.23%	125
2022 Q2	$268K	Hold	25,037	–	–	0.25%	121
2022 Q1	$288K	Sell	25,037 -750	-3%	-$9.18K	0.15%	129
2021 Q4	$350K	Buy	+25,787	New	+$346K	0.18%	105

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

Fortitude Advisory Group's EIM Position: Q2 2026 in Review

Fortitude Advisory Group increased its Eaton Vance Municipal Bond Fund (EIM) stake by 86% in Q2 2026, buying an estimated $107K and bringing the position to 23,655 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #199.

Fortitude Advisory Group first reported a position in EIM in Q4 2021 and has held it in 19 quarters since. The position peaked at $350K in Q4 2021. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

Fortitude Advisory Group held 23,655 shares of Eaton Vance Municipal Bond Fund worth $236K as of Q2 2026.
Fortitude Advisory Group bought 10,930 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $107K.
Eaton Vance Municipal Bond Fund made up 0.09% of Fortitude Advisory Group's portfolio in Q2 2026, its #199 holding.
Fortitude Advisory Group first reported a position in Eaton Vance Municipal Bond Fund in Q4 2021 and has held it in 19 quarters since.
Fortitude Advisory Group's Eaton Vance Municipal Bond Fund position peaked at $350K in Q4 2021.
116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.