MA
EIM

Montag & Associates’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Montag & Associates’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
Q1 		– Sell
-539
Closed -$5.25K – 956
2025
Q4 		$5.25K Hold
539
– – ﹤0.01% 814
2025
Q3 		$5.36K Hold
539
– – ﹤0.01% 815
2025
Q2 		$5.21K Hold
539
– – ﹤0.01% 799
2025
Q1 		$5.37K Hold
539
– – ﹤0.01% 837
2024
Q4 		$5.58K Hold
539
– – ﹤0.01% 833
2024
Q3 		$5.8K Hold
539
– – ﹤0.01% 860
2024
Q2 		$5.7K Hold
539
– – ﹤0.01% 817
2024
Q1 		$5.58K Hold
539
– – ﹤0.01% 809
2023
Q4 		$5.46K Hold
539
– – ﹤0.01% 819
2023
Q3 		$4.83K Hold
539
– – ﹤0.01% 807
2023
Q2 		$5.36K Hold
539
– – ﹤0.01% 820
2023
Q1 		$5.61K Hold
539
– – ﹤0.01% 807
2022
Q4 		$5.6K Hold
539
– – ﹤0.01% 805
2022
Q3 		$5K Hold
539
– – ﹤0.01% 781
2022
Q2 		$6K Hold
539
– – ﹤0.01% 734
2022
Q1 		$6K Hold
539
– – ﹤0.01% 752
2021
Q4 		$7K Hold
539
– – ﹤0.01% 753
2021
Q3 		$7K Hold
539
– – ﹤0.01% 748
2021
Q2 		$7K Hold
539
– – ﹤0.01% 751
2021
Q1 		$7K Hold
539
– – ﹤0.01% 749
2020
Q4 		$7K Buy
+539
New +$7.1K ﹤0.01% 726

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's EIM Position: Q1 2026 in Review

Montag & Associates sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2026, closing a stake of 539 shares — an estimated $5.25K sold.

Montag & Associates first reported a position in EIM in Q4 2020 and held it in 21 quarters. The position peaked at $7K in Q4 2021. 115 funds tracked by Wall St. Rank hold EIM as of Q1 2026.

  • Montag & Associates reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 539 Eaton Vance Municipal Bond Fund shares in Q1 2026, an estimated $5.25K.
  • Montag & Associates first reported a position in Eaton Vance Municipal Bond Fund in Q4 2020 and held it in 21 quarters.
  • Montag & Associates's Eaton Vance Municipal Bond Fund position peaked at $7K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.