Summit Trail Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Summit Trail Advisors’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	$681K	Sell	68,337 -2,697	-4%	-$26.5K	0.01%	1132
2026 Q1	$694K	Buy	+71,034	New	+$702K	0.01%	1062
2023 Q3	–	Sell	-10,608	Closed	-$106K	–	556
2023 Q2	$106K	Buy	+10,608	New	+$107K	﹤0.01%	525
2022 Q4	–	Sell	-24,709	Closed	-$239K	–	409
2022 Q3	$239K	Buy	24,709 +9,369	+61%	+$99.9K	0.01%	307
2022 Q2	$164K	Sell	15,340 -4,850	-24%	-$52.5K	0.01%	359
2022 Q1	$232K	Sell	20,190 -3,437	-15%	-$42.1K	0.02%	283
2021 Q4	$321K	Sell	23,627 -60,163	-72%	-$807K	0.02%	219
2021 Q3	$1.12M	Sell	83,790 -38,047	-31%	-$525K	0.08%	110
2021 Q2	$1.67M	Buy	121,837 +733	+0.6%	+$9.92K	0.15%	77
2021 Q1	$1.61M	Buy	121,104 +29,092	+32%	+$386K	0.17%	63
2020 Q4	$1.25M	Buy	92,012 +24,161	+36%	+$318K	0.16%	65
2020 Q3	$890K	Sell	67,851 -1,817	-3%	-$23.8K	0.17%	67
2020 Q2	$886K	Buy	+69,668	New	+$867K	0.17%	60
2018 Q3	–	Sell	-3,213	Closed	-$38K	–	331
2018 Q2	$38K	Buy	+3,213	New	+$37.9K	0.01%	326

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

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

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

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

Summit Trail Advisors's EIM Position: Q2 2026 in Review

Summit Trail Advisors reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 3.8% in Q2 2026, selling an estimated $26.5K and leaving 68,337 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #1132.

Summit Trail Advisors first reported a position in EIM in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.67M in Q2 2021. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

Summit Trail Advisors held 68,337 shares of Eaton Vance Municipal Bond Fund worth $681K as of Q2 2026.
Summit Trail Advisors sold 2,697 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $26.5K.
Eaton Vance Municipal Bond Fund made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1132 holding.
Summit Trail Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q2 2018 and has held it in 14 quarters since.
Summit Trail Advisors's Eaton Vance Municipal Bond Fund position peaked at $1.67M in Q2 2021.
116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.