Melfa Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Melfa Wealth 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	-42,446	Closed	-$403K	–	204
2025 Q3	$403K	Hold	42,446	–	–	0.24%	103
2025 Q2	$379K	Hold	42,446	–	–	0.24%	102
2025 Q1	$393K	Hold	42,446	–	–	0.27%	95
2024 Q4	$389K	Hold	42,446	–	–	0.26%	97
2024 Q3	$410K	Hold	42,446	–	–	0.27%	95
2024 Q2	$404K	Hold	42,446	–	–	0.28%	94
2024 Q1	$401K	Buy	42,446 +187	+0.4%	+$1.75K	0.29%	90
2023 Q4	$387K	Buy	42,259 +12,654	+43%	+$107K	0.36%	69
2023 Q3	$240K	Buy	29,605 +151	+0.5%	+$1.32K	0.26%	90
2023 Q2	$262K	Sell	29,454 -9,169	-24%	-$81.3K	0.27%	89
2023 Q1	$348K	Buy	38,623 +101	+0.3%	+$907	0.35%	73
2022 Q4	$333K	Buy	+38,522	New	+$329K	0.35%	73

Melfa Wealth Management's EVM Position: Q4 2025 in Review

Melfa Wealth Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 42,446 shares — an estimated $403K sold.

Melfa Wealth Management first reported a position in EVM in Q4 2022 and held it in 12 quarters. The position peaked at $410K in Q3 2024. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.

Melfa Wealth Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
Melfa Wealth Management sold 42,446 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $403K.
Melfa Wealth Management first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2022 and held it in 12 quarters.
Melfa Wealth Management's Eaton Vance California Municipal Bond Fund position peaked at $410K in Q3 2024.
0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.

Based on Melfa Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.