Evoke Wealth’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-59,160
| Closed | -$561K | – | 698 |
|
|
2025
Q3 | $561K | Hold |
59,160
| – | – | 0.01% | 331 |
|
|
2025
Q2 | $528K | Buy |
59,160
+5,800
| +11% | +$51.6K | 0.01% | 341 |
|
|
2025
Q1 | $495K | Hold |
53,360
| – | – | 0.01% | 273 |
|
|
2024
Q4 | $489K | Hold |
53,360
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $515K | Buy |
53,360
+3,860
| +8% | +$37.1K | 0.01% | 251 |
|
|
2024
Q2 | $471K | Sell |
49,500
-4,860
| -9% | -$45.7K | 0.55% | 38 |
|
|
2024
Q1 | $514K | Buy |
+54,360
| New | +$507K | 0.02% | 244 |
|
|
2023
Q4 | – | Sell |
-102,360
| Closed | -$831K | – | 178 |
|
|
2023
Q3 | $831K | Sell |
102,360
-5,100
| -5% | -$44.5K | 0.03% | 191 |
|
|
2023
Q2 | $956K | Hold |
107,460
| – | – | 0.03% | 166 |
|
|
2023
Q1 | $969K | Hold |
107,460
| – | – | 0.04% | 165 |
|
|
2022
Q4 | $928K | Sell |
107,460
-14,751
| -12% | -$126K | 0.03% | 168 |
|
|
2022
Q3 | $1.04M | Buy |
122,211
+108
| +0.1% | +$1K | 0.04% | 150 |
|
|
2022
Q2 | $1.13M | Sell |
122,103
-11,888
| -9% | -$111K | 0.04% | 151 |
|
|
2022
Q1 | $1.34M | Buy |
133,991
+8,120
| +6% | +$86.1K | 0.04% | 148 |
|
|
2021
Q4 | $1.46M | Buy |
125,871
+128
| +0.1% | +$1.51K | 0.05% | 142 |
|
|
2021
Q3 | $1.5M | Buy |
125,743
+11,126
| +10% | +$134K | 0.06% | 140 |
|
|
2021
Q2 | $1.37M | Buy |
114,617
+26,160
| +30% | +$310K | 0.05% | 147 |
|
|
2021
Q1 | $1.03M | Sell |
88,457
-6,475
| -7% | -$74.7K | 0.05% | 151 |
|
|
2020
Q4 | $1.11M | Buy |
94,932
+16,373
| +21% | +$189K | 0.08% | 88 |
|
|
2020
Q3 | $892K | Buy |
78,559
+49,477
| +170% | +$570K | 0.07% | 95 |
|
|
2020
Q2 | $324K | Buy |
29,082
+18,647
| +179% | +$201K | 0.03% | 146 |
|
|
2020
Q1 | $110K | Buy |
10,435
+105
| +1% | +$1.19K | 0.02% | 251 |
|
|
2019
Q4 | $116K | Buy |
10,330
+101
| +1% | +$1.14K | 0.01% | 304 |
|
|
2019
Q3 | $116K | Buy |
+10,229
| New | +$116K | 0.01% | 343 |
|
Evoke Wealth's EVM Position: Q4 2025 in Review
Evoke Wealth sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 59,160 shares — an estimated $561K sold.
Evoke Wealth first reported a position in EVM in Q3 2019 and held it in 24 quarters. The position peaked at $1.5M in Q3 2021. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.
- Evoke Wealth reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
- Evoke Wealth sold 59,160 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $561K.
- Evoke Wealth first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2019 and held it in 24 quarters.
- Evoke Wealth's Eaton Vance California Municipal Bond Fund position peaked at $1.5M in Q3 2021.
- 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.
Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.