WAP
EIM

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

Wealthcare Advisory Partners’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
2025
Q3 		– Sell
-10,600
Closed -$103K – 1030
2025
Q2 		$103K Sell
10,600
-16,000
-60% -$154K ﹤0.01% 951
2025
Q1 		$265K Buy
26,600
+5,000
+23% +$50.9K 0.01% 783
2024
Q4 		$224K Sell
21,600
-2,116
-9% -$22.3K 0.01% 815
2024
Q3 		$255K Buy
23,716
+5,000
+27% +$52.7K 0.01% 761
2024
Q2 		$198K Sell
18,716
-1,300
-6% -$13.4K 0.01% 795
2024
Q1 		$207K Sell
20,016
-1,520
-7% -$15.6K 0.01% 766
2023
Q4 		$218K Sell
21,536
-1,000
-4% -$9.39K 0.01% 698
2023
Q3 		$202K Hold
22,536
– – 0.01% 660
2023
Q2 		$224K Buy
+22,536
New +$227K 0.01% 641
2023
Q1 		– Sell
-15,516
Closed -$161K – 704
2022
Q4 		$161K Sell
15,516
-5,000
-24% -$49.4K 0.01% 671
2022
Q3 		$199K Hold
20,516
– – 0.01% 569
2022
Q2 		$220K Sell
20,516
-44,884
-69% -$486K 0.01% 508
2022
Q1 		$752K Buy
65,400
+2,000
+3% +$24.5K 0.05% 237
2021
Q4 		$861K Hold
63,400
– – 0.05% 219
2021
Q3 		$848K Buy
63,400
+1,200
+2% +$16.5K 0.06% 211
2021
Q2 		$851K Buy
62,200
+1,800
+3% +$24.4K 0.06% 220
2021
Q1 		$803K Sell
60,400
-1,500
-2% -$19.9K 0.06% 219
2020
Q4 		$842K Buy
61,900
+3,800
+7% +$50.1K 0.07% 169
2020
Q3 		$765K Sell
58,100
-2,000
-3% -$26.2K 0.08% 147
2020
Q2 		$764K Buy
60,100
+12,950
+27% +$161K 0.1% 122
2020
Q1 		$588K Buy
47,150
+28,750
+156% +$368K 0.09% 130
2019
Q4 		$237K Hold
18,400
– – 0.03% 268
2019
Q3 		$238K Hold
18,400
– – 0.03% 241
2019
Q2 		$229K Hold
18,400
– – 0.04% 253
2019
Q1 		$228K Hold
18,400
– – 0.04% 222
2018
Q4 		$208K Sell
18,400
-2,300
-11% -$25.6K 0.04% 206
2018
Q3 		$239K Buy
20,700
+1,000
+5% +$11.7K 0.04% 199
2018
Q2 		$233K Buy
+19,700
New +$232K 0.05% 194

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wealthcare Advisory Partners's EIM Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2025, closing a stake of 10,600 shares — an estimated $103K sold.

Wealthcare Advisory Partners first reported a position in EIM in Q2 2018 and held it in 28 quarters. The position peaked at $861K in Q4 2021. 106 funds tracked by Wall St. Rank hold EIM as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10,600 Eaton Vance Municipal Bond Fund shares in Q3 2025, an estimated $103K.
  • Wealthcare Advisory Partners first reported a position in Eaton Vance Municipal Bond Fund in Q2 2018 and held it in 28 quarters.
  • Wealthcare Advisory Partners's Eaton Vance Municipal Bond Fund position peaked at $861K in Q4 2021.
  • 106 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.