SAI
EIM

Savvy Advisors Inc’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Savvy Advisors Inc’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 		$434K Sell
43,610
-255
-0.6% -$2.5K 0.01% 835
2026
Q1 		$429K Hold
43,865
– – 0.01% 724
2025
Q4 		$427K Sell
43,865
-800
-2% -$7.91K 0.01% 624
2025
Q3 		$444K Sell
44,665
-10,513
-19% -$102K 0.02% 462
2025
Q2 		$534K Sell
55,178
-752
-1% -$7.26K 0.04% 337
2025
Q1 		$558K Buy
55,930
+6,691
+14% +$68.1K 0.06% 271
2024
Q4 		$510K Buy
+49,239
New +$519K 0.06% 243

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Savvy Advisors Inc's EIM Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 0.58% in Q2 2026, selling an estimated $2.5K and leaving 43,610 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #835.

Savvy Advisors Inc first reported a position in EIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $558K in Q1 2025. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • Savvy Advisors Inc held 43,610 shares of Eaton Vance Municipal Bond Fund worth $434K as of Q2 2026.
  • Savvy Advisors Inc sold 255 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $2.5K.
  • Eaton Vance Municipal Bond Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #835 holding.
  • Savvy Advisors Inc first reported a position in Eaton Vance Municipal Bond Fund in Q4 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Eaton Vance Municipal Bond Fund position peaked at $558K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.