HWAM
EIM

Hennion & Walsh Asset Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Hennion & Walsh 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
Q2 		$10.9M Sell
1,092,926
-211,057
-16% -$2.07M 0.31% 61
2026
Q1 		$12.7M Sell
1,303,983
-8,813
-0.7% -$87.1K 0.43% 40
2025
Q4 		$12.8M Buy
1,312,796
+69,261
+6% +$685K 0.44% 35
2025
Q3 		$12.4M Buy
1,243,535
+379,156
+44% +$3.69M 0.45% 33
2025
Q2 		$8.36M Sell
864,379
-13,686
-2% -$132K 0.34% 51
2025
Q1 		$8.75M Sell
878,065
-36,931
-4% -$376K 0.39% 40
2024
Q4 		$9.48M Buy
914,996
+229,877
+34% +$2.42M 0.43% 39
2024
Q3 		$7.37M Buy
685,119
+134,434
+24% +$1.42M 0.34% 52
2024
Q2 		$5.83M Sell
550,685
-304,479
-36% -$3.14M 0.3% 65
2024
Q1 		$8.85M Sell
855,164
-197,502
-19% -$2.02M 0.47% 29
2023
Q4 		$10.7M Sell
1,052,666
-220,817
-17% -$2.07M 0.61% 21
2023
Q3 		$11.4M Sell
1,273,483
-338,682
-21% -$3.28M 0.73% 19
2023
Q2 		$16M Buy
1,612,165
+47,680
+3% +$480K 0.95% 12
2023
Q1 		$16.3M Sell
1,564,485
-166,877
-10% -$1.71M 1% 10
2022
Q4 		$18M Buy
1,731,362
+174,898
+11% +$1.73M 1.11% 7
2022
Q3 		$15.1M Buy
1,556,464
+168,367
+12% +$1.8M 0.99% 9
2022
Q2 		$14.9M Buy
1,388,097
+227,108
+20% +$2.46M 0.92% 13
2022
Q1 		$13.4M Buy
1,160,989
+74,398
+7% +$910K 0.71% 22
2021
Q4 		$14.8M Buy
1,086,591
+316,800
+41% +$4.25M 0.72% 23
2021
Q3 		$10.3M Buy
769,791
+387,939
+102% +$5.35M 0.54% 38
2021
Q2 		$5.22M Buy
381,852
+283,600
+289% +$3.84M 0.28% 84
2021
Q1 		$1.31M Buy
+98,252
New +$1.3M 0.08% 298

Other funds holding EIM

RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
PK
Pflug Koory Omaha, Nebraska $250M AUM 42.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Hennion & Walsh Asset Management's EIM Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 16% in Q2 2026, selling an estimated $2.07M and leaving 1,092,926 shares worth $10.9M. The position accounts for 0.31% of the portfolio, ranked #61.

Hennion & Walsh Asset Management first reported a position in EIM in Q1 2021 and has held it in 22 quarters since. The position peaked at $18M in Q4 2022. 28 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • Hennion & Walsh Asset Management held 1,092,926 shares of Eaton Vance Municipal Bond Fund worth $10.9M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 211,057 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $2.07M.
  • Eaton Vance Municipal Bond Fund made up 0.31% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #61 holding.
  • Hennion & Walsh Asset Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's Eaton Vance Municipal Bond Fund position peaked at $18M in Q4 2022.
  • 28 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.