IWA
EIM

IBEX Wealth Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

IBEX Wealth 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
2023
Q1 		– Sell
-44,854
Closed -$466K – 111
2022
Q4 		$466K Sell
44,854
-839
-2% -$8.3K 0.11% 133
2022
Q3 		$442K Sell
45,693
-4,056
-8% -$43.3K 0.11% 110
2022
Q2 		$532K Sell
49,749
-15,453
-24% -$167K 0.12% 109
2022
Q1 		$750K Buy
65,202
+4,280
+7% +$52.4K 0.14% 106
2021
Q4 		$827K Buy
60,922
+40,062
+192% +$537K 0.15% 112
2021
Q3 		$279K Buy
20,860
+12
+0.1% +$165 0.05% 149
2021
Q2 		$285K Sell
20,848
-1,581
-7% -$21.4K 0.06% 148
2021
Q1 		$298K Buy
22,429
+1,605
+8% +$21.3K 0.07% 106
2020
Q4 		$283K Buy
20,824
+3,821
+22% +$50.3K 0.07% 97
2020
Q3 		$224K Buy
17,003
+12
+0.1% +$157 0.07% 93
2020
Q2 		$216K Buy
+16,991
New +$211K 0.07% 96

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IBEX Wealth Advisors's EIM Position: Q1 2023 in Review

IBEX Wealth Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2023, closing a stake of 44,854 shares — an estimated $466K sold.

IBEX Wealth Advisors first reported a position in EIM in Q2 2020 and held it in 11 quarters. The position peaked at $827K in Q4 2021. 120 funds tracked by Wall St. Rank hold EIM as of Q1 2023.

  • IBEX Wealth Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • IBEX Wealth Advisors sold 44,854 Eaton Vance Municipal Bond Fund shares in Q1 2023, an estimated $466K.
  • IBEX Wealth Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q2 2020 and held it in 11 quarters.
  • IBEX Wealth Advisors's Eaton Vance Municipal Bond Fund position peaked at $827K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.