MFG
EIM

Merit Financial Group’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Merit Financial Group’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 		$108K Buy
10,850
+9
+0.1% +$88 ﹤0.01% 2212
2026
Q1 		$106K Buy
+10,841
New +$107K ﹤0.01% 2005
2023
Q4 		– Sell
-218,441
Closed -$1.96M – 786
2023
Q3 		$1.96M Sell
218,441
-10,087
-4% -$97.6K 0.06% 223
2023
Q2 		$2.27M Sell
228,528
-37,662
-14% -$379K 0.07% 200
2023
Q1 		$2.77M Buy
266,190
+21,959
+9% +$225K 0.1% 155
2022
Q4 		$2.54M Sell
244,231
-97,311
-28% -$962K 0.09% 163
2022
Q3 		$3.31M Sell
341,542
-18,053
-5% -$193K 0.14% 98
2022
Q2 		$3.85M Buy
359,595
+14,612
+4% +$158K 0.12% 111
2022
Q1 		$3.97M Buy
344,983
+17,053
+5% +$209K 0.24% 67
2021
Q4 		$4.45M Sell
327,930
-43,011
-12% -$577K 0.44% 28
2021
Q3 		$4.96M Sell
370,941
-396
-0.1% -$5.46K 0.52% 23
2021
Q2 		$5.08M Sell
371,337
-2,396
-0.6% -$32.4K 0.48% 22
2021
Q1 		$4.97M Buy
373,733
+70,104
+23% +$931K 0.52% 18
2020
Q4 		$4.13M Buy
303,629
+40,707
+15% +$536K 0.4% 21
2020
Q3 		$3.46M Buy
262,922
+34,253
+15% +$449K 0.32% 23
2020
Q2 		$2.91M Buy
228,669
+50,393
+28% +$627K 0.29% 24
2020
Q1 		$2.23M Buy
178,276
+24,768
+16% +$317K 0.25% 31
2019
Q4 		$1.98M Buy
+153,508
New +$1.97M 0.17% 41

Other funds holding EIM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Merit Financial Group's EIM Position: Q2 2026 in Review

Merit Financial Group increased its Eaton Vance Municipal Bond Fund (EIM) stake by 0.08% in Q2 2026, buying an estimated $88 and bringing the position to 10,850 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Merit Financial Group first reported a position in EIM in Q4 2019 and has held it in 18 quarters since. The position peaked at $5.08M in Q2 2021. 14 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • Merit Financial Group held 10,850 shares of Eaton Vance Municipal Bond Fund worth $108K as of Q2 2026.
  • Merit Financial Group bought 9 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $88.
  • Eaton Vance Municipal Bond Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2212 holding.
  • Merit Financial Group first reported a position in Eaton Vance Municipal Bond Fund in Q4 2019 and has held it in 18 quarters since.
  • Merit Financial Group's Eaton Vance Municipal Bond Fund position peaked at $5.08M in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.