ICA Group Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

ICA Group Wealth 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
2024 Q2	$7.41K	Hold	700	–	–	﹤0.01%	531
2024 Q1	$7.25K	Hold	700	–	–	﹤0.01%	961
2023 Q4	$7.09K	Buy	+700	New	+$6.57K	﹤0.01%	939
2023 Q3	–	Sell	-700	Closed	-$6.96K	–	481
2023 Q2	$6.96K	Hold	700	–	–	﹤0.01%	909
2023 Q1	$7.28K	Hold	700	–	–	﹤0.01%	867
2022 Q4	$7.27K	Buy	+700	New	+$6.92K	﹤0.01%	890

Other funds holding EIM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ICA Group Wealth Management's EIM Position: Q2 2024 in Review

ICA Group Wealth Management held its Eaton Vance Municipal Bond Fund (EIM) position steady in Q2 2024 at 700 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

ICA Group Wealth Management first reported a position in EIM in Q4 2022 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold EIM as of Q2 2024.

ICA Group Wealth Management held 700 shares of Eaton Vance Municipal Bond Fund worth $7.41K as of Q2 2024.
ICA Group Wealth Management left its Eaton Vance Municipal Bond Fund share count unchanged in Q2 2024.
Eaton Vance Municipal Bond Fund made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #531 holding.
ICA Group Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2022 and has held it in 6 quarters since.
112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.