Diligent Investors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Diligent Investors’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
2024 Q2	–	Sell	-20,000	Closed	-$189K	–	341
2024 Q1	$189K	Hold	20,000	–	–	0.05%	312
2023 Q4	$183K	Hold	20,000	–	–	0.05%	302
2023 Q3	$162K	Hold	20,000	–	–	0.05%	283
2023 Q2	$178K	Hold	20,000	–	–	0.05%	273
2023 Q1	$180K	Hold	20,000	–	–	0.06%	269
2022 Q4	$173K	Hold	20,000	–	–	0.06%	268
2022 Q3	$170K	Hold	20,000	–	–	0.06%	234
2022 Q2	$185K	Hold	20,000	–	–	0.06%	237
2022 Q1	$201K	Buy	+20,000	New	+$212K	0.06%	253

Other funds holding EVM

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return