WA
EIM

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
Q2 		$249K Buy
24,950
+2,671
+12% +$26.2K ﹤0.01% 1515
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 $3.48B 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

Waverly Advisors's EIM Position: Q2 2026 in Review

Waverly Advisors increased its Eaton Vance Municipal Bond Fund (EIM) stake by 12% in Q2 2026, buying an estimated $26.2K and bringing the position to 24,950 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Waverly Advisors first reported a position in EIM in Q1 2024 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • Waverly Advisors held 24,950 shares of Eaton Vance Municipal Bond Fund worth $249K as of Q2 2026.
  • Waverly Advisors bought 2,671 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $26.2K.
  • Eaton Vance Municipal Bond Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1515 holding.
  • Waverly Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q1 2024 and has held it in 10 quarters since.
  • 115 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.