SPIA
EIM

Steward Partners Investment Advisory’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Steward Partners Investment Advisory’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 		$338K Buy
33,957
+15,403
+83% +$151K ﹤0.01% 1938
2026
Q1 		$181K Buy
18,554
+562
+3% +$5.55K ﹤0.01% 2075
2025
Q4 		$175K Buy
17,992
+2,514
+16% +$24.9K ﹤0.01% 1986
2025
Q3 		$154K Buy
15,478
+2,882
+23% +$28.1K ﹤0.01% 1998
2025
Q2 		$122K Buy
12,596
+25
+0.2% +$241 ﹤0.01% 1994
2025
Q1 		$125K Buy
12,571
+377
+3% +$3.84K ﹤0.01% 1893
2024
Q4 		$126K Buy
12,194
+95
+0.8% +$1K ﹤0.01% 1860
2024
Q3 		$130K Buy
12,099
+279
+2% +$2.94K ﹤0.01% 1745
2024
Q2 		$125K Sell
11,820
-23
-0.2% -$237 ﹤0.01% 1666
2024
Q1 		$123K Sell
11,843
-1,102
-9% -$11.3K ﹤0.01% 1656
2023
Q4 		$131K Sell
12,945
-7,215
-36% -$67.8K ﹤0.01% 1561
2023
Q3 		$181K Buy
20,160
+173
+0.9% +$1.68K ﹤0.01% 1336
2023
Q2 		$199K Sell
19,987
-198
-1% -$1.99K ﹤0.01% 1294
2023
Q1 		$210K Buy
20,185
+3,240
+19% +$33.2K ﹤0.01% 1253
2022
Q4 		$176K Sell
16,945
-639
-4% -$6.32K ﹤0.01% 1293
2022
Q3 		$170K Sell
17,584
-721
-4% -$7.69K ﹤0.01% 1263
2022
Q2 		$196K Buy
18,305
+65
+0.4% +$704 ﹤0.01% 1217
2022
Q1 		$210K Buy
18,240
+272
+2% +$3.33K ﹤0.01% 1272
2021
Q4 		$244K Buy
17,968
+1,164
+7% +$15.6K ﹤0.01% 1229
2021
Q3 		$225K Buy
16,804
+731
+5% +$10.1K ﹤0.01% 1225
2021
Q2 		$220K Sell
16,073
-15,566
-49% -$211K ﹤0.01% 1468
2021
Q1 		$421K Buy
31,639
+15,208
+93% +$202K 0.01% 951
2020
Q4 		$223K Buy
16,431
+51
+0.3% +$672 ﹤0.01% 1022
2020
Q3 		$216K Buy
16,380
+1,050
+7% +$13.8K 0.01% 913
2020
Q2 		$195K Buy
15,330
+3,195
+26% +$39.7K 0.01% 892
2020
Q1 		$151K Buy
12,135
+12
+0.1% +$154 0.01% 870
2019
Q4 		$156K Buy
12,123
+10
+0.1% +$129 ﹤0.01% 961
2019
Q3 		$156K Buy
12,113
+1,214
+11% +$15.5K 0.01% 928
2019
Q2 		$135K Buy
10,899
+243
+2% +$3.03K 0.01% 940
2019
Q1 		$132K Buy
+10,656
New +$125K 0.01% 766
2018
Q4 		– Sell
-3,069
Closed -$35K – 1137
2018
Q3 		$35K Buy
3,069
+2,000
+187% +$23.5K ﹤0.01% 1328
2018
Q2 		$13K Buy
+1,069
New +$12.6K ﹤0.01% 1645
2017
Q3 		– Sell
-935
Closed -$11K – 1694
2017
Q2 		$11K Hold
935
– – ﹤0.01% 1020
2017
Q1 		$11K Buy
+935
New +$11.7K ﹤0.01% 914

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

Steward Partners Investment Advisory's EIM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Eaton Vance Municipal Bond Fund (EIM) stake by 83% in Q2 2026, buying an estimated $151K and bringing the position to 33,957 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Steward Partners Investment Advisory first reported a position in EIM in Q1 2017 and has held it in 34 quarters since. The position peaked at $421K in Q1 2021. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • Steward Partners Investment Advisory held 33,957 shares of Eaton Vance Municipal Bond Fund worth $338K as of Q2 2026.
  • Steward Partners Investment Advisory bought 15,403 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $151K.
  • Eaton Vance Municipal Bond Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1938 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Municipal Bond Fund in Q1 2017 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's Eaton Vance Municipal Bond Fund position peaked at $421K in Q1 2021.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.