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Interchange Capital Partners’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Interchange Capital Partners’s Portfolio EVIM Stock Details EVIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Buy
35,637
+28,075
+371% +$1.49M 0.36% 63
2026
Q1 		$397K Sell
7,562
-28,660
-79% -$1.53M 0.13% 171
2025
Q4 		$1.92M Buy
+36,222
New +$1.92M 0.36% 62

Other funds holding EVIM

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Interchange Capital Partners's EVIM Position: Q2 2026 in Review

Interchange Capital Partners increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 371% in Q2 2026, buying an estimated $1.49M and bringing the position to 35,637 shares worth $1.9M. The position accounts for 0.36% of the portfolio, ranked #63.

Interchange Capital Partners first reported a position in EVIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.92M in Q4 2025. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • Interchange Capital Partners held 35,637 shares of Eaton Vance Intermediate Municipal Income ETF worth $1.9M as of Q2 2026.
  • Interchange Capital Partners bought 28,075 Eaton Vance Intermediate Municipal Income ETF shares in Q2 2026, an estimated $1.49M.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.36% of Interchange Capital Partners's portfolio in Q2 2026, its #63 holding.
  • Interchange Capital Partners first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Interchange Capital Partners's Eaton Vance Intermediate Municipal Income ETF position peaked at $1.92M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.