Concurrent Investment Advisors, LLC

Position in EIM — Eaton Vance Municipal Bond Fund

CIK 2001015 Tampa, FL

Position in EIM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$372,135

-$14,698 QoQ

Shares Held

37,363

-5.6% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#44

of 116 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $117,098,715 across 128 Asset Management names. EIM ranks #64 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	129,219	$15,205,199
2	BLK	BlackRock, Inc.	8,770	$8,432,880
3	KKR	KKR & Co. Inc.	89,759	$8,238,080
4	APO	Apollo Global Management, Inc.	65,700	$7,772,966
5	CEF	Sprott Physical Gold & Silver Trust	132,379	$5,325,606
6	RJF	Raymond James Financial Inc	25,458	$3,870,379
7	OWL	Blue Owl Capital Inc.	374,828	$3,279,744
8	ARCC	Ares Capital Corp	155,429	$2,880,098

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,135	37,363	-5.6%	Shares	Sole	2026-07-27
2026-03-31	$386,833	39,594	+58.5%	Shares	Sole	2026-04-21
2025-12-31	$243,065	24,981	-29.7%	Shares	Sole	2026-01-29
2025-09-30	$353,436	35,557	+9.3%	Shares	Sole	2025-10-27
2025-06-30	$314,661	32,540	+8.3%	Shares	Sole	2025-07-25
2025-03-31	$299,498	30,040	-14.4%	Shares	Sole	2025-04-29
2024-12-31	$363,708	35,107	+5.6%	Shares	Sole	2025-02-03
2024-09-30	$357,802	33,253	-28.8%	Shares	Sole	2024-10-30
2024-03-31	$483,469	46,712	+8.3%	Shares	Sole	2024-05-07
2023-12-31	$437,089	43,148	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.