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

Waverly 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 Q1	$218K	Buy	22,279 +3,926	+21%	+$38.8K	﹤0.01%	1454
2025 Q4	$179K	Buy	18,353 +599	+3%	+$5.92K	﹤0.01%	1393
2025 Q3	$176K	Sell	17,754 -1,612	-8%	-$15.7K	﹤0.01%	1229
2025 Q2	$187K	Buy	19,366 +1,598	+9%	+$15.4K	﹤0.01%	1133
2025 Q1	$177K	Buy	17,768 +319	+2%	+$3.25K	﹤0.01%	1065
2024 Q4	$181K	Buy	17,449 +3,106	+22%	+$32.8K	﹤0.01%	947
2024 Q3	$154K	Buy	14,343 +6	+0%	+$63	﹤0.01%	784
2024 Q2	$152K	Buy	14,337 +6	+0%	+$62	﹤0.01%	783
2024 Q1	$148K	Buy	+14,331	New	+$147K	﹤0.01%	668

Other funds holding EIM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's EIM Position: Q1 2026 in Review

Waverly Advisors increased its Eaton Vance Municipal Bond Fund (EIM) stake by 21% in Q1 2026, buying an estimated $38.8K and bringing the position to 22,279 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Waverly Advisors first reported a position in EIM in Q1 2024 and has held it in 9 quarters since. 114 funds tracked by Wall St. Rank hold EIM as of Q1 2026.

Waverly Advisors held 22,279 shares of Eaton Vance Municipal Bond Fund worth $218K as of Q1 2026.
Waverly Advisors bought 3,926 Eaton Vance Municipal Bond Fund shares in Q1 2026, an estimated $38.8K.
Eaton Vance Municipal Bond Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1454 holding.
Waverly Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q1 2024 and has held it in 9 quarters since.
114 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.