JCM
EIM

Jacobi Capital Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Jacobi Capital 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
2025
Q2 		– Sell
-49,065
Closed -$489K – 592
2025
Q1 		$489K Hold
49,065
– – 0.04% 361
2024
Q4 		$508K Hold
49,065
– – 0.04% 342
2024
Q3 		$528K Hold
49,065
– – 0.04% 334
2024
Q2 		$519K Buy
49,065
+1,065
+2% +$11K 0.05% 308
2024
Q1 		$497K Hold
48,000
– – 0.05% 308
2023
Q4 		$486K Hold
48,000
– – 0.05% 294
2023
Q3 		$430K Hold
48,000
– – 0.05% 299
2023
Q2 		$478K Hold
48,000
– – 0.05% 280
2023
Q1 		$499K Hold
48,000
– – 0.06% 268
2022
Q4 		$499K Hold
48,000
– – 0.06% 262
2022
Q3 		$465K Sell
48,000
-176
-0.4% -$1.88K 0.06% 259
2022
Q2 		$515K Hold
48,176
– – 0.07% 241
2022
Q1 		$554K Hold
48,176
– – 0.07% 245
2021
Q4 		$654K Buy
48,176
+3,500
+8% +$46.9K 0.08% 222
2021
Q3 		$598K Buy
44,676
+4,000
+10% +$55.1K 0.08% 223
2021
Q2 		$556K Hold
40,676
– – 0.07% 217
2021
Q1 		$541K Buy
40,676
+2,000
+5% +$26.6K 0.08% 209
2020
Q4 		$526K Buy
38,676
+1,500
+4% +$19.8K 0.08% 195
2020
Q3 		$490K Buy
37,176
+7,000
+23% +$91.8K 0.09% 188
2020
Q2 		$384K Hold
30,176
– – 0.07% 209
2020
Q1 		$377K Buy
30,176
+2,164
+8% +$27.7K 0.08% 186
2019
Q4 		$361K Hold
28,012
– – 0.07% 223
2019
Q3 		$363K Hold
28,012
– – 0.07% 215
2019
Q2 		$348K Buy
28,012
+3,000
+12% +$37.4K 0.07% 220
2019
Q1 		$310K Buy
25,012
+24,836
+14,111% +$292K 0.08% 181
2018
Q4 		$2K Buy
+176
New +$1.96K ﹤0.01% 846

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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Jacobi Capital Management's EIM Position: Q2 2025 in Review

Jacobi Capital Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2025, closing a stake of 49,065 shares — an estimated $489K sold.

Jacobi Capital Management first reported a position in EIM in Q4 2018 and held it in 26 quarters. The position peaked at $654K in Q4 2021. 109 funds tracked by Wall St. Rank hold EIM as of Q2 2025.

  • Jacobi Capital Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Jacobi Capital Management sold 49,065 Eaton Vance Municipal Bond Fund shares in Q2 2025, an estimated $489K.
  • Jacobi Capital Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2018 and held it in 26 quarters.
  • Jacobi Capital Management's Eaton Vance Municipal Bond Fund position peaked at $654K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2025.

Based on Jacobi Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.