IFWM
EIM

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

Institute for 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
2026
Q2 		$74.7K Buy
+7,500
New +$73.7K 0.01% 768

Other funds holding EIM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
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
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Institute for Wealth Management's EIM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Eaton Vance Municipal Bond Fund (EIM) in Q2 2026: 7,500 shares worth $74.7K. The stake represents 0.01% of the portfolio and ranks #768 among its holdings.

65 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • Institute for Wealth Management held 7,500 shares of Eaton Vance Municipal Bond Fund worth $74.7K as of Q2 2026.
  • Eaton Vance Municipal Bond Fund was a new Institute for Wealth Management position in Q2 2026.
  • Eaton Vance Municipal Bond Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #768 holding.
  • 65 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.