OPS
EIM

Orion Portfolio Solutions’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-32,477
Closed -$336K – 1901
2024
Q4 		$336K Buy
+32,477
New +$343K ﹤0.01% 1502

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orion Portfolio Solutions's EIM Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2025, closing a stake of 32,477 shares — an estimated $336K sold.

Orion Portfolio Solutions first reported a position in EIM in Q4 2024 and held it in 1 quarter. The position peaked at $336K in Q4 2024. 112 funds tracked by Wall St. Rank hold EIM as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 32,477 Eaton Vance Municipal Bond Fund shares in Q1 2025, an estimated $336K.
  • Orion Portfolio Solutions first reported a position in Eaton Vance Municipal Bond Fund in Q4 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's Eaton Vance Municipal Bond Fund position peaked at $336K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.