Liberty Wealth Management LLC Eaton Vance Municipal Bond Fund Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$13.1 - $13.58 $759 - $787	-58 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$13.28 - $13.7 $9,707 - $10,014	-731 Reduced 92.65%	58 $1,000
Q2 2021 Aug 13, 2021	BUY	$13.28 - $13.7 $9,734 - $10,042	733 Added 1308.93%	789 $58,000
Q3 2020 Nov 05, 2020	BUY	$12.78 - $13.4 $12 - $13	1 Added 1.82%	56 $1,000
Q2 2020 Aug 04, 2020	BUY	$11.78 - $12.8 $11 - $12	1 Added 1.85%	55 $1,000
Q1 2020 Apr 27, 2020	BUY	$10.19 - $13.48 $10 - $13	1 Added 1.89%	54 $1,000
Q3 2019 Oct 30, 2019	BUY	$12.36 - $13.15 $12 - $13	1 Added 1.92%	53 $1,000
Q1 2019 Apr 18, 2019	BUY	$11.38 - $12.4 $591 - $644	52 New	52 $0

Others Institutions Holding EIM

# of Institutions

121

Shares Held

20.8M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

8.33M
Shares

$89.7 Million
2.91% of portfolio
Guggenheim Capital LLC Chicago, IL

1.22M
Shares

$13.2 Million
0.09% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

972K
Shares

$10.5 Million
0.57% of portfolio
Sit Investment Associates Inc Minneapolis, MN

913K
Shares

$9.84 Million
0.22% of portfolio
Hennion & Walsh Asset Management, Inc.

685K
Shares

$7.38 Million
0.36% of portfolio

About EATON VANCE MUNICIPAL BOND FUND

Ticker EIM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Municipal Bond Fund is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. It invests primarily in high grade municipal obligations. The fund's investment portfolio primarily includes investments in companies operating in the transportation, water and sewer, and electric utilities sectors. It was f...

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