Merit Financial Group, LLC
Position in EIM — Eaton Vance Municipal Bond Fund
CIK 1621225
ALPHARETTA, GA
Position in EIM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$108,065
+$2,150 QoQ
Shares Held
10,850
+0.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 116 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EIM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $100,844,639 across 117 Asset Management names. EIM ranks #106 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,854 | $12,359,888 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
441,028 | $10,033,386 | |
| 3 | ARCC |
Ares Capital Corp
|
406,876 | $7,539,411 | |
| 4 | BX |
Blackstone Inc.
|
56,500 | $6,648,349 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
362,233 | $4,252,614 | |
| 6 | KKR |
KKR & Co. Inc.
|
34,227 | $3,141,350 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,529 | $2,995,239 | |
| 8 | BEN |
Franklin Resources Inc
|
81,520 | $2,712,167 |
All Filings in EIM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,065 | 10,850 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $105,915 | 10,841 | Shares | Other | 2026-04-15 | |
| 2023-09-30 | $1,957,231 | 218,441 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,273,853 | 228,528 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,768,376 | 266,190 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,537,560 | 244,231 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,306,126 | 341,542 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,847,666 | 359,595 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,967,304 | 344,983 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,453,289 | 327,930 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,963,190 | 370,941 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,079,890 | 371,337 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,970,648 | 373,733 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,129,354 | 303,629 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,462,682 | 262,922 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,908,669 | 228,669 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,224,884 | 178,276 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||