MWM
EIM

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

Melfa 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
2026
Q2 		$1.62M Sell
162,779
-9,148
-5% -$89.9K 0.87% 31
2026
Q1 		$1.68M Hold
171,927
– – 0.96% 28
2025
Q4 		$1.67M Buy
171,927
+6,000
+4% +$59.3K 0.96% 25
2025
Q3 		$1.65M Sell
165,927
-95
-0.1% -$925 0.97% 25
2025
Q2 		$1.61M Sell
166,022
-51
-0% -$492 1.01% 22
2025
Q1 		$1.66M Hold
166,073
– – 1.12% 21
2024
Q4 		$1.72M Hold
166,073
– – 1.15% 20
2024
Q3 		$1.79M Sell
166,073
-141
-0.1% -$1.49K 1.18% 19
2024
Q2 		$1.76M Sell
166,214
-2,095
-1% -$21.6K 1.23% 19
2024
Q1 		$1.74M Sell
168,309
-1,373
-0.8% -$14K 1.26% 18
2023
Q4 		$1.7M Buy
169,682
+3,859
+2% +$36.2K 1.6% 15
2023
Q3 		$1.49M Buy
165,823
+5,573
+3% +$53.9K 1.61% 14
2023
Q2 		$1.59M Sell
160,250
-6,159
-4% -$62K 1.62% 15
2023
Q1 		$1.73M Sell
166,409
-100
-0.1% -$1.02K 1.73% 15
2022
Q4 		$1.73M Buy
+166,509
New +$1.65M 1.81% 14

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
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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melfa Wealth Management's EIM Position: Q2 2026 in Review

Melfa Wealth Management reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 5.3% in Q2 2026, selling an estimated $89.9K and leaving 162,779 shares worth $1.62M. The position accounts for 0.87% of the portfolio, ranked #31.

Melfa Wealth Management first reported a position in EIM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q3 2024. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • Melfa Wealth Management held 162,779 shares of Eaton Vance Municipal Bond Fund worth $1.62M as of Q2 2026.
  • Melfa Wealth Management sold 9,148 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $89.9K.
  • Eaton Vance Municipal Bond Fund made up 0.87% of Melfa Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Melfa Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $1.79M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.