PIA
EVM

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

Perennial Investment 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
Q4 		– Sell
-78,950
Closed -$749K – 518
2025
Q3 		$749K Hold
78,950
– – 0.06% 218
2025
Q2 		$704K Buy
78,950
+4,250
+6% +$37.8K 0.07% 211
2025
Q1 		$692K Buy
74,700
+2,100
+3% +$19.7K 0.08% 198
2024
Q4 		$666K Buy
72,600
+6,725
+10% +$63.2K 0.08% 190
2024
Q3 		$636K Buy
65,875
+15,225
+30% +$147K 0.08% 185
2024
Q2 		$482K Buy
50,650
+27,825
+122% +$262K 0.07% 203
2024
Q1 		$216K Buy
+22,825
New +$213K 0.03% 310

Perennial Investment Advisors's EVM Position: Q4 2025 in Review

Perennial Investment Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 78,950 shares — an estimated $749K sold.

Perennial Investment Advisors first reported a position in EVM in Q1 2024 and held it in 7 quarters. The position peaked at $749K in Q3 2025. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.

  • Perennial Investment Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 78,950 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $749K.
  • Perennial Investment Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2024 and held it in 7 quarters.
  • Perennial Investment Advisors's Eaton Vance California Municipal Bond Fund position peaked at $749K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.