WANY
EIM

Wealthspire Advisors (New York)’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Wealthspire Advisors (New York)’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 		$5.61M Sell
563,559
-4,503
-0.8% -$44.2K 0.03% 243
2026
Q1 		$5.55M Sell
568,062
-9,205
-2% -$91K 0.04% 157
2025
Q4 		$5.62M Sell
577,267
-26,012
-4% -$257K 0.04% 151
2025
Q3 		$6M Sell
603,279
-1,863
-0.3% -$18.1K 0.03% 151
2025
Q2 		$5.85M Buy
605,142
+85,787
+17% +$828K 0.03% 147
2025
Q1 		$5.18M Buy
519,355
+48,997
+10% +$499K 0.03% 160
2024
Q4 		$4.87M Buy
470,358
+36,869
+9% +$389K 0.05% 147
2024
Q3 		$4.66M Buy
433,489
+56,644
+15% +$597K 0.05% 152
2024
Q2 		$3.99M Sell
376,845
-190,082
-34% -$1.96M 0.05% 130
2024
Q1 		$5.87M Buy
566,927
+79,028
+16% +$809K 0.08% 106
2023
Q4 		$4.94M Sell
487,899
-13,864
-3% -$130K 0.07% 112
2023
Q3 		$4.5M Buy
501,763
+24,187
+5% +$234K 0.07% 111
2023
Q2 		$4.75M Sell
477,576
-20,487
-4% -$206K 0.08% 100
2023
Q1 		$5.18M Buy
498,063
+113,960
+30% +$1.17M 0.09% 95
2022
Q4 		$3.99M Sell
384,103
-1,040
-0.3% -$10.3K 0.07% 111
2022
Q3 		$3.73M Buy
385,143
+25,044
+7% +$267K 0.08% 107
2022
Q2 		$3.85M Buy
360,099
+319,175
+780% +$3.46M 0.08% 102
2022
Q1 		$471K Sell
40,924
-6,005
-13% -$73.5K 0.01% 282
2021
Q4 		$637K Buy
46,929
+226
+0.5% +$3.03K 0.01% 280
2021
Q3 		$625K Sell
46,703
-25,188
-35% -$347K 0.01% 314
2021
Q2 		$983K Buy
71,891
+15,245
+27% +$206K 0.03% 162
2021
Q1 		$753K Sell
56,646
-31,482
-36% -$418K 0.02% 311
2020
Q4 		$1.2M Buy
88,128
+46,138
+110% +$608K 0.04% 186
2020
Q3 		$553K Buy
41,990
+23,500
+127% +$308K 0.03% 170
2020
Q2 		$235K Sell
18,490
-59,030
-76% -$734K 0.02% 236
2020
Q1 		$967K Buy
77,520
+59,030
+319% +$756K 0.04% 204
2019
Q4 		$238K Hold
18,490
– – 0.02% 181
2019
Q3 		$240K Sell
18,490
-2,670
-13% -$34.2K 0.02% 140
2019
Q2 		$263K Sell
21,160
-3,369
-14% -$42K 0.02% 80
2019
Q1 		$304K Hold
24,529
– – 0.03% 36
2018
Q4 		$277K Buy
+24,529
New +$273K 0.03% 57

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s EIM Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 0.79% in Q2 2026, selling an estimated $44.2K and leaving 563,559 shares worth $5.61M. The position accounts for 0.03% of the portfolio, ranked #243.

Wealthspire Advisors (New York) first reported a position in EIM in Q4 2018 and has held it in 31 quarters since. The position peaked at $6M in Q3 2025. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • Wealthspire Advisors (New York) held 563,559 shares of Eaton Vance Municipal Bond Fund worth $5.61M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 4,503 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $44.2K.
  • Eaton Vance Municipal Bond Fund made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #243 holding.
  • Wealthspire Advisors (New York) first reported a position in Eaton Vance Municipal Bond Fund in Q4 2018 and has held it in 31 quarters since.
  • Wealthspire Advisors (New York)'s Eaton Vance Municipal Bond Fund position peaked at $6M in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.