WFA
EIM

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

Wellspring Financial 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
2025
Q4 		– Sell
-36,148
Closed -$359K – 278
2025
Q3 		$359K Sell
36,148
-9,226
-20% -$89.8K 0.03% 111
2025
Q2 		$439K Buy
45,374
+12,763
+39% +$123K 0.04% 90
2025
Q1 		$325K Sell
32,611
-7,435
-19% -$75.7K 0.04% 90
2024
Q4 		$415K Sell
40,046
-8,463
-17% -$89.3K 0.04% 84
2024
Q3 		$522K Sell
48,509
-29,559
-38% -$311K 0.06% 83
2024
Q2 		$826K Buy
78,068
+13,432
+21% +$138K 0.11% 63
2024
Q1 		$669K Buy
64,636
+17,100
+36% +$175K 0.11% 59
2023
Q4 		$482K Buy
47,536
+26,800
+129% +$252K 0.12% 72
2023
Q3 		$186K Hold
20,736
– – 0.05% 110
2023
Q2 		$206K Hold
20,736
– – 0.06% 99
2023
Q1 		$216K Hold
20,736
– – 0.06% 104
2022
Q4 		$215K Buy
20,736
+1,000
+5% +$9.89K 0.07% 98
2022
Q3 		$191K Hold
19,736
– – 0.07% 81
2022
Q2 		$211K Buy
+19,736
New +$214K 0.07% 80
2021
Q2 		– Sell
-27,997
Closed -$349K – 102
2021
Q1 		$349K Buy
27,997
+11,262
+67% +$150K 0.17% 58
2020
Q4 		$228K Sell
16,735
-3,700
-18% -$48.7K 0.08% 79
2020
Q3 		$269K Sell
20,435
-13,062
-39% -$171K 0.11% 72
2020
Q2 		$426K Buy
33,497
+5,500
+20% +$68.4K 0.18% 52
2020
Q1 		$349K Buy
+27,997
New +$359K 0.17% 58

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
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wellspring Financial Advisors's EIM Position: Q4 2025 in Review

Wellspring Financial Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2025, closing a stake of 36,148 shares — an estimated $359K sold.

Wellspring Financial Advisors first reported a position in EIM in Q1 2020 and held it in 19 quarters. The position peaked at $826K in Q2 2024. 120 funds tracked by Wall St. Rank hold EIM as of Q4 2025.

  • Wellspring Financial Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 36,148 Eaton Vance Municipal Bond Fund shares in Q4 2025, an estimated $359K.
  • Wellspring Financial Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q1 2020 and held it in 19 quarters.
  • Wellspring Financial Advisors's Eaton Vance Municipal Bond Fund position peaked at $826K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2025.

Based on Wellspring Financial Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.