Kestra Advisory Services’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Kestra Advisory Services’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	$283K	Buy	28,409 +4,599	+19%	+$45.2K	﹤0.01%	2820
2026 Q1	$233K	Buy	23,810 +7,589	+47%	+$75K	﹤0.01%	2834
2025 Q4	$158K	Buy	16,221 +397	+3%	+$3.92K	﹤0.01%	3077
2025 Q3	$157K	Sell	15,824 -1,566	-9%	-$15.2K	﹤0.01%	2776
2025 Q2	$168K	Buy	17,390 +24	+0.1%	+$232	﹤0.01%	2679
2025 Q1	$173K	Buy	17,366 +23	+0.1%	+$234	﹤0.01%	2506
2024 Q4	$180K	Buy	17,343 +3,442	+25%	+$36.3K	﹤0.01%	2513
2024 Q3	$150K	Sell	13,901 -4,639	-25%	-$48.9K	﹤0.01%	2422
2024 Q2	$196K	Buy	18,540 +11	+0.1%	+$113	﹤0.01%	2418
2024 Q1	$192K	Buy	+18,529	New	+$190K	﹤0.01%	2287
2023 Q4	–	Sell	-16,923	Closed	-$152K	–	2294
2023 Q3	$152K	Buy	16,923 +892	+6%	+$8.63K	﹤0.01%	1971
2023 Q2	$160K	Buy	+16,031	New	+$161K	﹤0.01%	1943
2022 Q4	–	Sell	-15,005	Closed	-$145K	–	2278
2022 Q3	$145K	Buy	+15,005	New	+$160K	﹤0.01%	1927
2021 Q4	–	Sell	-80,554	Closed	-$1.08M	–	2063
2021 Q3	$1.08M	Buy	80,554 +9,265	+13%	+$128K	0.01%	978
2021 Q2	$975K	Buy	71,289 +3,789	+6%	+$51.3K	0.01%	956
2021 Q1	$898K	Sell	67,500 -70,373	-51%	-$934K	0.01%	924
2020 Q4	$1.86M	Buy	137,873 +69,337	+101%	+$913K	0.02%	616
2020 Q3	$903K	Buy	+68,536	New	+$898K	0.02%	662

Other funds holding EIM

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HWAM

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Kestra Advisory Services's EIM Position: Q2 2026 in Review

Kestra Advisory Services increased its Eaton Vance Municipal Bond Fund (EIM) stake by 19% in Q2 2026, buying an estimated $45.2K and bringing the position to 28,409 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Kestra Advisory Services first reported a position in EIM in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.86M in Q4 2020. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

Kestra Advisory Services held 28,409 shares of Eaton Vance Municipal Bond Fund worth $283K as of Q2 2026.
Kestra Advisory Services bought 4,599 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $45.2K.
Eaton Vance Municipal Bond Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2820 holding.
Kestra Advisory Services first reported a position in Eaton Vance Municipal Bond Fund in Q3 2020 and has held it in 18 quarters since.
Kestra Advisory Services's Eaton Vance Municipal Bond Fund position peaked at $1.86M in Q4 2020.
116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.