MWM
EIM

Mascoma Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Mascoma Wealth 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
Q4 		– Sell
-1,525
Closed -$15.2K – 501
2025
Q3 		$15.2K Hold
1,525
– – ﹤0.01% 288
2025
Q2 		$14.7K Hold
1,525
– – ﹤0.01% 287
2025
Q1 		$15.2K Hold
1,525
– – ﹤0.01% 289
2024
Q4 		$15.8K Hold
1,525
– – ﹤0.01% 302
2024
Q3 		$16.4K Hold
1,525
– – ﹤0.01% 281
2024
Q2 		$16.1K Hold
1,525
– – ﹤0.01% 286
2024
Q1 		$15.8K Hold
1,525
– – ﹤0.01% 275
2023
Q4 		$15.4K Hold
1,525
– – ﹤0.01% 289
2023
Q3 		$13.7K Hold
1,525
– – ﹤0.01% 301
2023
Q2 		$14.8K Hold
1,525
– – ﹤0.01% 292
2023
Q1 		$15.7K Hold
1,525
– – ﹤0.01% 365
2022
Q4 		$15.8K Hold
1,525
– – 0.01% 359
2022
Q3 		$15K Hold
1,525
– – 0.01% 357
2022
Q2 		$16K Buy
+1,525
New +$16.5K 0.01% 365

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
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
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Mascoma Wealth Management's EIM Position: Q4 2025 in Review

Mascoma Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2025, closing a stake of 1,525 shares — an estimated $15.2K sold.

Mascoma Wealth Management first reported a position in EIM in Q2 2022 and held it in 14 quarters. The position peaked at $16.4K in Q3 2024. 120 funds tracked by Wall St. Rank hold EIM as of Q4 2025.

  • Mascoma Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,525 Eaton Vance Municipal Bond Fund shares in Q4 2025, an estimated $15.2K.
  • Mascoma Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q2 2022 and held it in 14 quarters.
  • Mascoma Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $16.4K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.