Advisors Asset Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-593,337
| Closed | -$5.63M | – | 1458 |
|
|
2025
Q3 | $5.63M | Buy |
593,337
+89,780
| +18% | +$811K | 0.1% | 291 |
|
|
2025
Q2 | $4.49M | Buy |
503,557
+13,163
| +3% | +$117K | 0.08% | 334 |
|
|
2025
Q1 | $4.55M | Buy |
490,394
+54,055
| +12% | +$506K | 0.09% | 307 |
|
|
2024
Q4 | $4M | Sell |
436,339
-4,387
| -1% | -$41.2K | 0.07% | 351 |
|
|
2024
Q3 | $4.25M | Sell |
440,726
-7,480
| -2% | -$72K | 0.08% | 328 |
|
|
2024
Q2 | $4.26M | Sell |
448,206
-129,175
| -22% | -$1.22M | 0.08% | 312 |
|
|
2024
Q1 | $5.46M | Buy |
577,381
+58,835
| +11% | +$549K | 0.1% | 245 |
|
|
2023
Q4 | $4.74M | Buy |
518,546
+14,363
| +3% | +$121K | 0.1% | 253 |
|
|
2023
Q3 | $4.09M | Buy |
504,183
+20,144
| +4% | +$176K | 0.09% | 291 |
|
|
2023
Q2 | $4.31M | Sell |
484,039
-10,113
| -2% | -$89.7K | 0.09% | 287 |
|
|
2023
Q1 | $4.46M | Buy |
494,152
+44,334
| +10% | +$398K | 0.09% | 277 |
|
|
2022
Q4 | $3.89M | Buy |
449,818
+35,780
| +9% | +$305K | 0.08% | 301 |
|
|
2022
Q3 | $3.52M | Buy |
414,038
+57,999
| +16% | +$538K | 0.07% | 310 |
|
|
2022
Q2 | $3.3M | Buy |
356,039
+92,127
| +35% | +$857K | 0.06% | 341 |
|
|
2022
Q1 | $2.65M | Buy |
263,912
+30,800
| +13% | +$327K | 0.04% | 489 |
|
|
2021
Q4 | $2.7M | Buy |
233,112
+7,562
| +3% | +$89.2K | 0.04% | 507 |
|
|
2021
Q3 | $2.69M | Buy |
225,550
+21,742
| +11% | +$262K | 0.04% | 494 |
|
|
2021
Q2 | $2.44M | Buy |
203,808
+16,534
| +9% | +$196K | 0.04% | 536 |
|
|
2021
Q1 | $2.18M | Buy |
187,274
+26,518
| +16% | +$306K | 0.03% | 566 |
|
|
2020
Q4 | $1.89M | Buy |
160,756
+10,740
| +7% | +$124K | 0.03% | 574 |
|
|
2020
Q3 | $1.7M | Buy |
150,016
+11,926
| +9% | +$137K | 0.03% | 525 |
|
|
2020
Q2 | $1.54M | Sell |
138,090
-33,609
| -20% | -$362K | 0.03% | 555 |
|
|
2020
Q1 | $1.81M | Sell |
171,699
-1,287
| -0.7% | -$14.5K | 0.04% | 433 |
|
|
2019
Q4 | $1.95M | Sell |
172,986
-14,431
| -8% | -$162K | 0.03% | 546 |
|
|
2019
Q3 | $2.12M | Buy |
187,417
+3,607
| +2% | +$40.8K | 0.04% | 511 |
|
|
2019
Q2 | $2.03M | Sell |
183,810
-16,657
| -8% | -$179K | 0.04% | 538 |
|
|
2019
Q1 | $2.12M | Sell |
200,467
-15,754
| -7% | -$164K | 0.04% | 528 |
|
|
2018
Q4 | $2.14M | Buy |
216,221
+3,700
| +2% | +$36.6K | 0.04% | 478 |
|
|
2018
Q3 | $2.12M | Buy |
212,521
+24,015
| +13% | +$246K | 0.03% | 589 |
|
|
2018
Q2 | $1.95M | Sell |
188,506
-111,716
| -37% | -$1.15M | 0.03% | 611 |
|
|
2018
Q1 | $3.15M | Sell |
300,222
-5,307
| -2% | -$57.5K | 0.05% | 459 |
|
|
2017
Q4 | $3.52M | Sell |
305,529
-75,581
| -20% | -$898K | 0.06% | 429 |
|
|
2017
Q3 | $4.59M | Buy |
381,110
+18,998
| +5% | +$227K | 0.08% | 361 |
|
|
2017
Q2 | $4.21M | Sell |
362,112
-13,071
| -3% | -$152K | 0.07% | 383 |
|
|
2017
Q1 | $4.26M | Sell |
375,183
-144
| -0% | -$1.65K | 0.07% | 377 |
|
|
2016
Q4 | $4.27M | Sell |
375,327
-123,302
| -25% | -$1.46M | 0.07% | 383 |
|
|
2016
Q3 | $6.76M | Buy |
498,629
+9,051
| +2% | +$125K | 0.11% | 269 |
|
|
2016
Q2 | $6.77M | Buy |
489,578
+17,386
| +4% | +$226K | 0.11% | 271 |
|
|
2016
Q1 | $5.94M | Buy |
472,192
+44,608
| +10% | +$561K | 0.1% | 289 |
|
|
2015
Q4 | $5.2M | Buy |
427,584
+6,173
| +1% | +$73.7K | 0.08% | 348 |
|
|
2015
Q3 | $4.9M | Buy |
421,411
+23,714
| +6% | +$272K | 0.08% | 354 |
|
|
2015
Q2 | $4.49M | Buy |
397,697
+12,468
| +3% | +$148K | 0.06% | 418 |
|
|
2015
Q1 | $4.63M | Buy |
385,229
+48,597
| +14% | +$585K | 0.06% | 399 |
|
|
2014
Q4 | $3.96M | Buy |
336,632
+44,943
| +15% | +$525K | 0.05% | 425 |
|
|
2014
Q3 | $3.31M | Buy |
291,689
+55,859
| +24% | +$643K | 0.05% | 445 |
|
|
2014
Q2 | $2.74M | Buy |
235,830
+84,536
| +56% | +$959K | 0.04% | 500 |
|
|
2014
Q1 | $1.64M | Buy |
151,294
+17,915
| +13% | +$192K | 0.02% | 615 |
|
|
2013
Q4 | $1.36M | Buy |
133,379
+35,984
| +37% | +$366K | 0.02% | 634 |
|
|
2013
Q3 | $1.01M | Buy |
97,395
+23,440
| +32% | +$238K | 0.02% | 671 |
|
|
2013
Q2 | $808K | Buy |
+73,955
| New | +$872K | 0.02% | 687 |
|
Advisors Asset Management's EVM Position: Q4 2025 in Review
Advisors Asset Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 593,337 shares — an estimated $5.63M sold.
Advisors Asset Management first reported a position in EVM in Q2 2013 and held it in 50 quarters. The position peaked at $6.77M in Q2 2016. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.
- Advisors Asset Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
- Advisors Asset Management sold 593,337 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $5.63M.
- Advisors Asset Management first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2013 and held it in 50 quarters.
- Advisors Asset Management's Eaton Vance California Municipal Bond Fund position peaked at $6.77M in Q2 2016.
- 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.
Based on Advisors Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.