Eaton Vance Municipal Bond Fund
EIM- Exchange
- NYSE
- SEC CIK
- 0001176984
In the last 90 days, Eaton Vance Municipal Bond Fund insiders filed 0 open-market purchases and 1 sale; 115 institutions reported holding it in 13F filings for Q2 2026, worth $158.8M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Eaton Vance Municipal Bond Fund as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 132
- +17 vs. Q3 2023
- Shares held
- 31.7M
- +2.74M (+9.5%) vs. Q3 2023
- Total value
- $321.2M
- +$61.6M (+23.7%) vs. Q3 2023
- New holders
- 29
- 30 more added
- Sold out
- 12
- 37 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EIM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 115 | $158.8M |
| Q1 2026 | 115 | $161.9M |
| Q4 2025 | 120 | $166.3M |
| Q3 2025 | 106 | $167.5M |
| Q2 2025 | 109 | $182.3M |
| Q1 2025 | 112 | $189.4M |
| Q4 2024 | 118 | $218.7M |
| Q3 2024 | 114 | $218.6M |
| Q2 2024 | 112 | $335.0M |
| Q1 2024 | 121 | $337.0M |
| Q4 2023 | 132 | $321.2M |
| Q3 2023 | 117 | $261.8M |
| Q2 2023 | 123 | $271.8M |
| Q1 2023 | 120 | $276.6M |
| Q4 2022 | 137 | $271.3M |
| Q3 2022 | 139 | $219.6M |
| Q2 2022 | 134 | $223.7M |
| Q1 2022 | 137 | $204.1M |
| Q4 2021 | 143 | $233.7M |
| Q3 2021 | 119 | $237.3M |
| Q2 2021 | 121 | $260.7M |
| Q1 2021 | 125 | $270.6M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Bond Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 5,800 | $58.8K | 0.04% | +5,800 | New |
| AlphaCentric Advisors LLC | 5,000 | $50.6K | 0.03% | +5,000 | New |
| Caldwell Trust Co | 4,006 | $40.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3,961 | $40.1K | 0.01% | +43+1.1% | Added |
| AdvisorNet Financial, Inc | 3,799 | $38.5K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 3,726 | $37.7K | 0.01% | +3,726 | New |
| Geneos Wealth Management Inc. | 3,700 | $37.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,481 | $35.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,557 | $25.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,505 | $25.4K | 0.00% | −21−0.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,732 | $17.5K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,666 | $16.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,648 | $16.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,525 | $15.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,367 | $13.8K | 0.00% | +1,367 | New |
| DHJJ Financial Advisors, Ltd. | 1,260 | $12.8K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 1,226 | $12.4K | 0.01% | +1,226 | New |
| West Branch Capital LLC | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 703 | $7.12K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 700 | $7.09K | 0.00% | +700 | New |
| Main Street Group, LTD | 555 | $5.62K | 0.00% | +555 | New |
| Montag A & Associates Inc | 539 | $5.46K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 527 | $5.34K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 503 | $5.10K | 0.00% | +503 | New |
| JPMorgan Chase & Co | 459 | $4.65K | 0.00% | −672−59.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 423 | $4.29K | 0.00% | +4+1.0% | Added |
| Key Financial Inc | 400 | $4.05K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 350 | $3.00K | 0.00% | −1,150−76.7% | Reduced |
| Parallel Advisors, LLC | 245 | $2.48K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 211 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 | $1.26K | 0.00% | +1+0.8% | Added |
| Citigroup Inc | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −218,441−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −95,063−100.0% | Sold out |
| Eagle Bluffs Wealth Management LLC | 0 | $0 | 0.00% | −34,819−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −22,874−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −16,923−100.0% | Sold out |
| Ironsides Asset Advisors, LLC | 0 | $0 | 0.00% | −12,767−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −10,209−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Goodwin Daniel L | – | – | – | – | Not filed |