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&Partners’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

&Partners’s Portfolio EVIM Stock Details EVIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.7M Buy
1,453,116
+180,323
+14% +$9.63M 0.38% 51
2025
Q4 		$67.6M Buy
1,272,793
+139,178
+12% +$7.38M 0.35% 53
2025
Q3 		$59.5M Buy
1,133,615
+235,837
+26% +$12.2M 0.38% 52
2025
Q2 		$46.3M Buy
897,778
+318,379
+55% +$16.3M 0.36% 58
2025
Q1 		$30.1M Buy
579,399
+171,416
+42% +$8.94M 0.32% 64
2024
Q4 		$21.3M Buy
+407,983
New +$21.4M 0.26% 84
2024
Q3 		– Hold
0
– – – 116

Other funds holding EVIM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

&Partners's EVIM Position: Q1 2026 in Review

&Partners increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 14% in Q1 2026, buying an estimated $9.63M and bringing the position to 1,453,116 shares worth $76.7M. The position accounts for 0.38% of the portfolio, ranked #51.

&Partners first reported a position in EVIM in Q4 2024 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold EVIM as of Q1 2026.

  • &Partners held 1,453,116 shares of Eaton Vance Intermediate Municipal Income ETF worth $76.7M as of Q1 2026.
  • &Partners bought 180,323 Eaton Vance Intermediate Municipal Income ETF shares in Q1 2026, an estimated $9.63M.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.38% of &Partners's portfolio in Q1 2026, its #51 holding.
  • &Partners first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.