Key Financial Inc’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Key Financial Inc’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 Q4	–	Sell	-400	Closed	-$4.01K	–	1458
2025 Q3	$4.01K	Hold	400	–	–	﹤0.01%	1088
2025 Q2	$3.87K	Hold	400	–	–	﹤0.01%	1084
2025 Q1	$3.99K	Hold	400	–	–	﹤0.01%	1045
2024 Q4	$4.14K	Hold	400	–	–	﹤0.01%	1045
2024 Q3	$4.3K	Hold	400	–	–	﹤0.01%	1009
2024 Q2	$4.23K	Hold	400	–	–	﹤0.01%	995
2024 Q1	$4.14K	Hold	400	–	–	﹤0.01%	989
2023 Q4	$4.05K	Hold	400	–	–	﹤0.01%	991
2023 Q3	$3.58K	Hold	400	–	–	﹤0.01%	1022
2023 Q2	$3.98K	Hold	400	–	–	﹤0.01%	1019
2023 Q1	$4.16K	Hold	400	–	–	﹤0.01%	847
2022 Q4	$3.87K	Hold	400	–	–	﹤0.01%	835
2022 Q3	$4K	Hold	400	–	–	﹤0.01%	821
2022 Q2	$4K	Hold	400	–	–	﹤0.01%	830
2022 Q1	$5K	Hold	400	–	–	﹤0.01%	778
2021 Q4	$5K	Hold	400	–	–	﹤0.01%	708
2021 Q3	$5K	Hold	400	–	–	﹤0.01%	695
2021 Q2	$6K	Hold	400	–	–	﹤0.01%	655
2021 Q1	$5K	Hold	400	–	–	﹤0.01%	591
2020 Q4	$5K	Buy	+400	New	+$5.27K	﹤0.01%	549
2020 Q2	–	Sell	-400	Closed	-$5K	–	235
2020 Q1	$5K	Buy	+400	New	+$5.12K	0.01%	502

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

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

RCM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WANY

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Key Financial Inc's EIM Position: Q4 2025 in Review

Key Financial Inc sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2025, closing a stake of 400 shares — an estimated $4.01K sold.

Key Financial Inc first reported a position in EIM in Q1 2020 and held it in 21 quarters. The position peaked at $6K in Q2 2021. 120 funds tracked by Wall St. Rank hold EIM as of Q4 2025.

Key Financial Inc reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 400 Eaton Vance Municipal Bond Fund shares in Q4 2025, an estimated $4.01K.
Key Financial Inc first reported a position in Eaton Vance Municipal Bond Fund in Q1 2020 and held it in 21 quarters.
Key Financial Inc's Eaton Vance Municipal Bond Fund position peaked at $6K in Q2 2021.
120 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.