Pathstone Holdings’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Pathstone Holdings’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	–	Sell	-50,445	Closed	-$493K	–	2362
2026 Q1	$493K	Buy	+50,445	New	+$499K	﹤0.01%	1758
2025 Q3	–	Sell	-55,970	Closed	-$541K	–	2354
2025 Q2	$541K	Sell	55,970 -220,563	-80%	-$2.13M	﹤0.01%	1690
2025 Q1	$2.83M	Buy	276,533 +10,784	+4%	+$110K	0.01%	795
2024 Q4	$2.77M	Buy	265,749 +7,175	+3%	+$75.7K	0.01%	808
2024 Q3	$2.78M	Sell	258,574 -253,572	-50%	-$2.67M	0.01%	810
2024 Q2	$5.42M	Buy	512,146 +9,746	+2%	+$100K	0.02%	498
2024 Q1	$5.2M	Sell	502,400 -25,356	-5%	-$259K	0.02%	496
2023 Q4	$5.35M	Buy	+527,756	New	+$4.96M	0.03%	419

Other funds holding EIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Pathstone Holdings's EIM Position: Q2 2026 in Review

Pathstone Holdings sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2026, closing a stake of 50,445 shares — an estimated $493K sold.

Pathstone Holdings first reported a position in EIM in Q4 2023 and held it in 8 quarters. The position peaked at $5.42M in Q2 2024. 115 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

Pathstone Holdings reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2026 after selling out during the quarter.
Pathstone Holdings sold 50,445 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $493K.
Pathstone Holdings first reported a position in Eaton Vance Municipal Bond Fund in Q4 2023 and held it in 8 quarters.
Pathstone Holdings's Eaton Vance Municipal Bond Fund position peaked at $5.42M in Q2 2024.
115 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.