BBPWM
EVM

Blue Bell Private Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Blue Bell Private Wealth Management’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
Q3 		– Sell
-1,400
Closed -$12.5K – 746
2025
Q2 		$12.5K Sell
1,400
-5,059
-78% -$45K ﹤0.01% 510
2025
Q1 		$59.9K Sell
6,459
-2,178
-25% -$20.4K 0.01% 360
2024
Q4 		$79.2K Buy
8,637
+7,400
+598% +$69.6K 0.02% 306
2024
Q3 		$11.9K Sell
1,237
-400
-24% -$3.85K ﹤0.01% 507
2024
Q2 		$15.6K Sell
1,637
-2,353
-59% -$22.1K ﹤0.01% 480
2024
Q1 		$37.7K Sell
3,990
-941
-19% -$8.78K 0.01% 388
2023
Q4 		$45.1K Buy
+4,931
New +$41.7K 0.01% 335

Other funds holding EVM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Bell Private Wealth Management's EVM Position: Q3 2025 in Review

Blue Bell Private Wealth Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2025, closing a stake of 1,400 shares — an estimated $12.5K sold.

Blue Bell Private Wealth Management first reported a position in EVM in Q4 2023 and held it in 7 quarters. The position peaked at $79.2K in Q4 2024. 53 funds tracked by Wall St. Rank hold EVM as of Q3 2025.

  • Blue Bell Private Wealth Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 1,400 Eaton Vance California Municipal Bond Fund shares in Q3 2025, an estimated $12.5K.
  • Blue Bell Private Wealth Management first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2023 and held it in 7 quarters.
  • Blue Bell Private Wealth Management's Eaton Vance California Municipal Bond Fund position peaked at $79.2K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.