Envestnet Asset Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Envestnet Asset 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 Q4	–	Sell	-54,763	Closed	-$520K	–	4524
2025 Q3	$520K	Buy	54,763 +2,331	+4%	+$21.1K	﹤0.01%	3734
2025 Q2	$468K	Buy	52,432 +15,542	+42%	+$138K	﹤0.01%	3740
2025 Q1	$342K	Buy	36,890 +15,270	+71%	+$143K	﹤0.01%	3846
2024 Q4	$198K	Buy	21,620 +3,293	+18%	+$31K	﹤0.01%	4104
2024 Q3	$177K	Buy	18,327 +34	+0.2%	+$327	﹤0.01%	4045
2024 Q2	$174K	Buy	18,293 +1,866	+11%	+$17.6K	﹤0.01%	3966
2024 Q1	$155K	Sell	16,427 -1,242	-7%	-$11.6K	﹤0.01%	3998
2023 Q4	$162K	Buy	17,669 +2,709	+18%	+$22.9K	﹤0.01%	3871
2023 Q3	$121K	Buy	+14,960	New	+$130K	﹤0.01%	3842

Envestnet Asset Management's EVM Position: Q4 2025 in Review

Envestnet Asset Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 54,763 shares — an estimated $520K sold.

Envestnet Asset Management first reported a position in EVM in Q3 2023 and held it in 9 quarters. The position peaked at $520K in Q3 2025. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.

Envestnet Asset Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
Envestnet Asset Management sold 54,763 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $520K.
Envestnet Asset Management first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2023 and held it in 9 quarters.
Envestnet Asset Management's Eaton Vance California Municipal Bond Fund position peaked at $520K in Q3 2025.
0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.