LPL Financial’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 |
-174,712
| Closed | -$1.66M | – | 5932 |
|
|
2025
Q3 | $1.66M | Buy |
174,712
+17,537
| +11% | +$158K | ﹤0.01% | 3491 |
|
|
2025
Q2 | $1.4M | Buy |
157,175
+38,544
| +32% | +$343K | ﹤0.01% | 3445 |
|
|
2025
Q1 | $1.1M | Buy |
118,631
+2,300
| +2% | +$21.5K | ﹤0.01% | 3474 |
|
|
2024
Q4 | $1.07M | Sell |
116,331
-44,684
| -28% | -$420K | ﹤0.01% | 3440 |
|
|
2024
Q3 | $1.55M | Buy |
161,015
+14,376
| +10% | +$138K | ﹤0.01% | 2970 |
|
|
2024
Q2 | $1.39M | Sell |
146,639
-1,002
| -0.7% | -$9.43K | ﹤0.01% | 2938 |
|
|
2024
Q1 | $1.4M | Buy |
147,641
+47,975
| +48% | +$448K | ﹤0.01% | 2888 |
|
|
2023
Q4 | $912K | Buy |
99,666
+1,414
| +1% | +$12K | ﹤0.01% | 3123 |
|
|
2023
Q3 | $798K | Sell |
98,252
-2,692
| -3% | -$23.5K | ﹤0.01% | 3096 |
|
|
2023
Q2 | $898K | Buy |
100,944
+58,065
| +135% | +$515K | ﹤0.01% | 2922 |
|
|
2023
Q1 | $387K | Buy |
42,879
+323
| +0.8% | +$2.9K | ﹤0.01% | 3540 |
|
|
2022
Q4 | $368K | Buy |
42,556
+20,846
| +96% | +$178K | ﹤0.01% | 3512 |
|
|
2022
Q3 | $185K | Buy |
21,710
+57
| +0.3% | +$529 | ﹤0.01% | 3964 |
|
|
2022
Q2 | $201K | Sell |
21,653
-21,657
| -50% | -$201K | ﹤0.01% | 3942 |
|
|
2022
Q1 | $435K | Sell |
43,310
-5,431
| -11% | -$57.6K | ﹤0.01% | 3309 |
|
|
2021
Q4 | $565K | Sell |
48,741
-8,499
| -15% | -$100K | ﹤0.01% | 3171 |
|
|
2021
Q3 | $683K | Buy |
57,240
+280
| +0.5% | +$3.38K | ﹤0.01% | 2931 |
|
|
2021
Q2 | $681K | Buy |
56,960
+13,406
| +31% | +$159K | ﹤0.01% | 2885 |
|
|
2021
Q1 | $507K | Sell |
43,554
-11,901
| -21% | -$137K | ﹤0.01% | 3007 |
|
|
2020
Q4 | $652K | Buy |
55,455
+1,349
| +2% | +$15.6K | ﹤0.01% | 2518 |
|
|
2020
Q3 | $615K | Buy |
54,106
+19,449
| +56% | +$224K | ﹤0.01% | 2306 |
|
|
2020
Q2 | $386K | Buy |
34,657
+5,072
| +17% | +$54.6K | ﹤0.01% | 2630 |
|
|
2020
Q1 | $312K | Buy |
29,585
+4,560
| +18% | +$51.5K | ﹤0.01% | 2472 |
|
|
2019
Q4 | $282K | Sell |
25,025
-1,168
| -4% | -$13.1K | ﹤0.01% | 2826 |
|
|
2019
Q3 | $297K | Buy |
26,193
+10,646
| +68% | +$121K | ﹤0.01% | 2687 |
|
|
2019
Q2 | $171K | Buy |
15,547
+973
| +7% | +$10.5K | ﹤0.01% | 3065 |
|
|
2019
Q1 | $154K | Buy |
14,574
+79
| +0.5% | +$821 | ﹤0.01% | 3008 |
|
|
2018
Q4 | $144K | Buy |
14,495
+214
| +1% | +$2.12K | ﹤0.01% | 2901 |
|
|
2018
Q3 | $142K | Sell |
14,281
-1,610
| -10% | -$16.5K | ﹤0.01% | 3073 |
|
|
2018
Q2 | $164K | Buy |
15,891
+39
| +0.2% | +$402 | ﹤0.01% | 3029 |
|
|
2018
Q1 | $163K | Buy |
15,852
+2,953
| +23% | +$32K | ﹤0.01% | 3003 |
|
|
2017
Q4 | $148K | Buy |
12,899
+14
| +0.1% | +$166 | ﹤0.01% | 2876 |
|
|
2017
Q3 | $155K | Sell |
12,885
-4,346
| -25% | -$52K | ﹤0.01% | 2718 |
|
|
2017
Q2 | $200K | Sell |
17,231
-51,439
| -75% | -$596K | ﹤0.01% | 2584 |
|
|
2017
Q1 | $786K | Sell |
68,670
-2,137
| -3% | -$24.5K | 0.01% | 1431 |
|
|
2016
Q4 | $808K | Sell |
70,807
-590
| -0.8% | -$6.97K | 0.01% | 1365 |
|
|
2016
Q3 | $947K | Buy |
71,397
+105
| +0.1% | +$1.45K | 0.01% | 1239 |
|
|
2016
Q2 | $995K | Sell |
71,292
-70,459
| -50% | -$917K | 0.01% | 1169 |
|
|
2016
Q1 | $1.8M | Buy |
141,751
+27
| +0% | +$339 | 0.01% | 1262 |
|
|
2015
Q4 | $1.73M | Buy |
141,724
+81,472
| +135% | +$973K | ﹤0.01% | 1264 |
|
|
2015
Q3 | $713K | Buy |
60,252
+2,735
| +5% | +$31.4K | ﹤0.01% | 1505 |
|
|
2015
Q2 | $653K | Buy |
57,517
+5,414
| +10% | +$64.2K | ﹤0.01% | 1689 |
|
|
2015
Q1 | $629K | Buy |
52,103
+961
| +2% | +$11.6K | ﹤0.01% | 1690 |
|
|
2014
Q4 | $602K | Buy |
51,142
+1,517
| +3% | +$17.7K | ﹤0.01% | 1647 |
|
|
2014
Q3 | $566K | Sell |
49,625
-2,510
| -5% | -$28.9K | ﹤0.01% | 1691 |
|
|
2014
Q2 | $604K | Buy |
52,135
+1,212
| +2% | +$13.7K | ﹤0.01% | 1674 |
|
|
2014
Q1 | $553K | Buy |
50,923
+816
| +2% | +$8.74K | ﹤0.01% | 1662 |
|
|
2013
Q4 | $512K | Buy |
50,107
+5,213
| +12% | +$53K | ﹤0.01% | 1710 |
|
|
2013
Q3 | $450K | Buy |
44,894
+6,971
| +18% | +$70.8K | ﹤0.01% | 1729 |
|
|
2013
Q2 | $414K | Buy |
+37,923
| New | +$447K | ﹤0.01% | 1693 |
|
LPL Financial's EVM Position: Q4 2025 in Review
LPL Financial sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 174,712 shares — an estimated $1.66M sold.
LPL Financial first reported a position in EVM in Q2 2013 and held it in 50 quarters. The position peaked at $1.8M in Q1 2016. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.
- LPL Financial reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
- LPL Financial sold 174,712 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $1.66M.
- LPL Financial first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2013 and held it in 50 quarters.
- LPL Financial's Eaton Vance California Municipal Bond Fund position peaked at $1.8M in Q1 2016.
- 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.
Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.