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TCFG Wealth Management’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

TCFG Wealth Management’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 		$231K Hold
4,400
– – 0.09% 236
2025
Q4 		$234K Buy
+4,400
New +$233K 0.09% 228

Other funds holding EVIM

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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 $190M AUM 12.2% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $601M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

TCFG Wealth Management's EVIM Position: Q1 2026 in Review

TCFG Wealth Management held its Eaton Vance Intermediate Municipal Income ETF (EVIM) position steady in Q1 2026 at 4,400 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #236.

TCFG Wealth Management first reported a position in EVIM in Q4 2025 and has held it in 2 quarters since. The position peaked at $234K in Q4 2025. 40 funds tracked by Wall St. Rank hold EVIM as of Q1 2026.

  • TCFG Wealth Management held 4,400 shares of Eaton Vance Intermediate Municipal Income ETF worth $231K as of Q1 2026.
  • TCFG Wealth Management left its Eaton Vance Intermediate Municipal Income ETF share count unchanged in Q1 2026.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.09% of TCFG Wealth Management's portfolio in Q1 2026, its #236 holding.
  • TCFG Wealth Management first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • TCFG Wealth Management's Eaton Vance Intermediate Municipal Income ETF position peaked at $234K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.