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

IHT 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
2021 Q3	–	Sell	-83,974	Closed	-$1.15M	–	852
2021 Q2	$1.15M	Sell	83,974 -476	-0.6%	-$6.44K	0.07%	293
2021 Q1	$1.12M	Sell	84,450 -3,243	-4%	-$43.1K	0.08%	249
2020 Q4	$1.19M	Buy	87,693 +3,243	+4%	+$42.7K	0.1%	214
2020 Q3	$1.11M	Buy	+84,450	New	+$1.11M	0.11%	193
2020 Q2	–	Sell	-107,502	Closed	-$1.34M	–	592
2020 Q1	$1.34M	Sell	107,502 -1,510	-1%	-$19.3K	0.19%	126
2019 Q4	$1.4M	Sell	109,012 -19,369	-15%	-$249K	0.17%	144
2019 Q3	$1.66M	Hold	128,381	–	–	0.23%	106
2019 Q2	$1.6M	Sell	128,381 -46,152	-26%	-$575K	0.23%	102
2019 Q1	$2.16M	Hold	174,533	–	–	0.36%	63
2018 Q4	$1.97M	Buy	+174,533	New	+$1.94M	0.38%	67

Other funds holding EIM

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IHT Wealth Management's EIM Position: Q3 2021 in Review

IHT Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2021, closing a stake of 83,974 shares — an estimated $1.15M sold.

IHT Wealth Management first reported a position in EIM in Q4 2018 and held it in 10 quarters. The position peaked at $2.16M in Q1 2019. 119 funds tracked by Wall St. Rank hold EIM as of Q3 2021.

IHT Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 83,974 Eaton Vance Municipal Bond Fund shares in Q3 2021, an estimated $1.15M.
IHT Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2018 and held it in 10 quarters.
IHT Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $2.16M in Q1 2019.
119 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.