BHPW
EVM

Beverly Hills Private Wealth’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Beverly Hills Private Wealth’s Portfolio EVM Stock Details EVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-63,400
Closed -$602K – 343
2025
Q3 		$602K Buy
+63,400
New +$573K 0.11% 161

Beverly Hills Private Wealth's EVM Position: Q4 2025 in Review

Beverly Hills Private Wealth sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 63,400 shares — an estimated $602K sold.

Beverly Hills Private Wealth first reported a position in EVM in Q3 2025 and held it in 1 quarter. The position peaked at $602K in Q3 2025. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.

  • Beverly Hills Private Wealth reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 63,400 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $602K.
  • Beverly Hills Private Wealth first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2025 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Eaton Vance California Municipal Bond Fund position peaked at $602K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.