CWS
EVM

Cypress Wealth Services’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Cypress Wealth Services’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
Q2 		– Sell
-71,693
Closed -$665K – 320
2025
Q1 		$665K Buy
71,693
+951
+1% +$8.91K 0.13% 125
2024
Q4 		$649K Buy
70,742
+45,542
+181% +$428K 0.13% 122
2024
Q3 		$243K Buy
+25,200
New +$242K 0.05% 237

Other funds holding EVM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Cypress Wealth Services's EVM Position: Q2 2025 in Review

Cypress Wealth Services sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2025, closing a stake of 71,693 shares — an estimated $665K sold.

Cypress Wealth Services first reported a position in EVM in Q3 2024 and held it in 3 quarters. The position peaked at $665K in Q1 2025. 50 funds tracked by Wall St. Rank hold EVM as of Q2 2025.

  • Cypress Wealth Services reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 71,693 Eaton Vance California Municipal Bond Fund shares in Q2 2025, an estimated $665K.
  • Cypress Wealth Services first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2024 and held it in 3 quarters.
  • Cypress Wealth Services's Eaton Vance California Municipal Bond Fund position peaked at $665K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2025.

Based on Cypress Wealth Services's 13F filing for Q2 2025, filed 28 Jul 2025.