IA
EIM

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

IFP 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
2025
Q1 		– Sell
-55
Closed -$570 – 4400
2024
Q4 		$570 Hold
55
– – ﹤0.01% 3387
2024
Q3 		$592 Buy
+55
New +$579 ﹤0.01% 3131
2023
Q1 		– Sell
-426
Closed -$8K – 3673
2022
Q4 		$8K Sell
426
-6,131
-94% -$60.6K ﹤0.01% 3503
2022
Q3 		$80K Buy
6,557
+5,663
+633% +$60.4K ﹤0.01% 2011
2022
Q2 		$13K Hold
894
– – ﹤0.01% 3183
2022
Q1 		$13K Buy
+894
New +$10.9K ﹤0.01% 3183
2019
Q1 		– Sell
-450
Closed -$5K – 2633
2018
Q4 		$5K Sell
450
-1,184
-72% -$13.2K ﹤0.01% 2830
2018
Q3 		$19K Buy
1,634
+19
+1% +$223 ﹤0.01% 2471
2018
Q2 		$19K Buy
1,615
+40
+3% +$472 ﹤0.01% 2494
2018
Q1 		$20K Hold
1,575
– – ﹤0.01% 2382
2017
Q4 		$20K Sell
1,575
-5,197
-77% -$65.5K ﹤0.01% 2418
2017
Q3 		$86K Buy
6,772
+3,015
+80% +$38.7K ﹤0.01% 1647
2017
Q2 		$48K Buy
3,757
+19
+0.5% +$240 ﹤0.01% 1992
2017
Q1 		$47K Buy
3,738
+19
+0.5% +$237 ﹤0.01% 1962
2016
Q4 		$46K Sell
3,719
-3,330
-47% -$42.2K ﹤0.01% 1931
2016
Q3 		$96K Buy
7,049
+18
+0.3% +$250 0.01% 1384
2016
Q2 		$100K Buy
+7,031
New +$96.7K 0.01% 1337
2016
Q1 		– Sell
-5,772
Closed -$75K – 2642
2015
Q4 		$75K Buy
+5,772
New +$73.5K 0.01% 1340

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFP Advisors's EIM Position: Q1 2025 in Review

IFP Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2025, closing a stake of 55 shares — an estimated $570 sold.

IFP Advisors first reported a position in EIM in Q4 2015 and held it in 18 quarters. The position peaked at $100K in Q2 2016. 112 funds tracked by Wall St. Rank hold EIM as of Q1 2025.

  • IFP Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 55 Eaton Vance Municipal Bond Fund shares in Q1 2025, an estimated $570.
  • IFP Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Eaton Vance Municipal Bond Fund position peaked at $100K in Q2 2016.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.