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EVM

NewEdge Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

NewEdge Advisors’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
Q3 		– Sell
-17,520
Closed -$156K – 4143
2025
Q2 		$156K Buy
+17,520
New +$156K ﹤0.01% 2287

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IA
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AAM
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Morgan Stanley
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GC
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HWAM
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AC
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors's EVM Position: Q3 2025 in Review

NewEdge Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2025, closing a stake of 17,520 shares — an estimated $156K sold.

NewEdge Advisors first reported a position in EVM in Q2 2025 and held it in 1 quarter. The position peaked at $156K in Q2 2025. 53 funds tracked by Wall St. Rank hold EVM as of Q3 2025.

  • NewEdge Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 17,520 Eaton Vance California Municipal Bond Fund shares in Q3 2025, an estimated $156K.
  • NewEdge Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2025 and held it in 1 quarter.
  • NewEdge Advisors's Eaton Vance California Municipal Bond Fund position peaked at $156K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.