JWA
EIM

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

JFS Wealth 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
2026
Q2 		$1.37M Buy
137,572
+138
+0.1% +$1.35K 0.07% 142
2026
Q1 		$1.34M Sell
137,434
-225
-0.2% -$2.22K 0.08% 141
2025
Q4 		$1.34M Buy
137,659
+135
+0.1% +$1.33K 0.08% 143
2025
Q3 		$1.37M Buy
137,524
+496
+0.4% +$4.83K 0.08% 139
2025
Q2 		$1.33M Buy
137,028
+134
+0.1% +$1.29K 0.08% 131
2025
Q1 		$1.36M Buy
136,894
+124
+0.1% +$1.26K 0.09% 125
2024
Q4 		$1.42M Buy
136,770
+120
+0.1% +$1.27K 0.1% 114
2024
Q3 		$1.47M Buy
136,650
+128,605
+1,599% +$1.35M 0.1% 117
2024
Q2 		$85.1K Buy
8,045
+109
+1% +$1.12K 0.01% 334
2024
Q1 		$82.1K Buy
7,936
+133
+2% +$1.36K 0.01% 350
2023
Q4 		$79K Sell
7,803
-230,994
-97% -$2.17M 0.01% 343
2023
Q3 		$2.14M Sell
238,797
-1,628
-0.7% -$15.8K 0.2% 72
2023
Q2 		$2.39M Buy
240,425
+97
+0% +$976 0.22% 68
2023
Q1 		$2.5M Buy
240,328
+95
+0% +$974 0.24% 67
2022
Q4 		$2.5M Buy
240,233
+101
+0% +$999 0.24% 66
2022
Q3 		$2.32M Buy
240,132
+231,182
+2,583% +$2.47M 0.25% 63
2022
Q2 		$96K Sell
8,950
-317,448
-97% -$3.44M 0.01% 286
2022
Q1 		$3.75M Buy
326,398
+2,006
+0.6% +$24.5K 0.35% 53
2021
Q4 		$4.41M Buy
324,392
+1,888
+0.6% +$25.3K 0.42% 49
2021
Q3 		$4.32M Buy
322,504
+1,812
+0.6% +$25K 0.44% 49
2021
Q2 		$4.39M Buy
320,692
+2,192
+0.7% +$29.7K 0.66% 33
2021
Q1 		$4.24M Buy
318,500
+35,047
+12% +$465K 0.86% 31
2020
Q4 		$3.85M Buy
283,453
+1,470
+0.5% +$19.4K 0.81% 30
2020
Q3 		$3.71M Buy
281,983
+35,419
+14% +$464K 0.88% 28
2020
Q2 		$3.14M Buy
246,564
+35,801
+17% +$445K 0.81% 29
2020
Q1 		$2.63M Buy
210,763
+599
+0.3% +$7.67K 0.79% 28
2019
Q4 		$2.71M Buy
210,164
+571
+0.3% +$7.34K 0.67% 36
2019
Q3 		$2.72M Buy
209,593
+568
+0.3% +$7.27K 0.69% 35
2019
Q2 		$2.6M Buy
209,025
+1,628
+0.8% +$20.3K 0.66% 38
2019
Q1 		$2.57M Buy
207,397
+2,290
+1% +$27K 0.67% 34
2018
Q4 		$2.32M Buy
205,107
+2,391
+1% +$26.6K 0.62% 38
2018
Q3 		$2.34M Buy
202,716
+3,419
+2% +$40.2K 0.6% 38
2018
Q2 		$2.35M Buy
199,297
+2,411
+1% +$28.4K 0.62% 37
2018
Q1 		$2.33M Buy
196,886
+2,231
+1% +$26.8K 0.61% 37
2017
Q4 		$2.44M Buy
194,655
+2,396
+1% +$30.2K 0.6% 39
2017
Q3 		$2.44M Buy
192,259
+2,593
+1% +$33.3K 0.63% 39
2017
Q2 		$2.41M Buy
189,666
+1,883
+1% +$23.8K 0.66% 40
2017
Q1 		$2.33M Hold
187,783
– – 0.63% 42
2016
Q4 		$2.33M Buy
187,783
+45,684
+32% +$579K 0.63% 42
2016
Q3 		$1.94M Buy
142,099
+3,283
+2% +$45.6K 0.55% 48
2016
Q2 		$1.97M Buy
138,816
+1,216
+0.9% +$16.7K 0.54% 40
2016
Q1 		$1.83M Buy
137,600
+1,886
+1% +$24.7K 0.54% 41
2015
Q4 		$1.76M Buy
135,714
+1,978
+1% +$25.2K 0.51% 42
2015
Q3 		$1.67M Buy
133,736
+2,685
+2% +$33.2K 0.74% 33
2015
Q2 		$1.59M Buy
131,051
+9,522
+8% +$119K 0.82% 25
2015
Q1 		$1.57M Buy
121,529
+62,532
+106% +$807K 0.74% 30
2014
Q4 		$757K Buy
+58,997
New +$749K 0.12% 46

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
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
PK
Pflug Koory Omaha, Nebraska $250M AUM 42.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

JFS Wealth Advisors's EIM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Eaton Vance Municipal Bond Fund (EIM) stake by 0.1% in Q2 2026, buying an estimated $1.35K and bringing the position to 137,572 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #142.

JFS Wealth Advisors first reported a position in EIM in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.41M in Q4 2021. 28 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • JFS Wealth Advisors held 137,572 shares of Eaton Vance Municipal Bond Fund worth $1.37M as of Q2 2026.
  • JFS Wealth Advisors bought 138 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $1.35K.
  • Eaton Vance Municipal Bond Fund made up 0.07% of JFS Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • JFS Wealth Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q4 2014 and has held it in 47 quarters since.
  • JFS Wealth Advisors's Eaton Vance Municipal Bond Fund position peaked at $4.41M in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.