RC
EVM

Rareview Capital’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Rareview Capital’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
-51,218
Closed -$457K – 54
2025
Q2 		$457K Sell
51,218
-4,285
-8% -$38.1K 0.29% 43
2025
Q1 		$515K Sell
55,503
-1,253
-2% -$11.7K 0.33% 39
2024
Q4 		$548K Sell
56,756
-131
-0.2% -$1.23K 0.4% 46
2024
Q3 		$549K Hold
56,887
– – 0.41% 43
2024
Q2 		$541K Sell
56,887
-556
-1% -$5.23K 0.52% 35
2024
Q1 		$543K Buy
57,443
+40
+0.1% +$373 0.53% 35
2023
Q4 		$525K Buy
+57,403
New +$485K 0.48% 36

Other funds holding EVM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rareview Capital's EVM Position: Q3 2025 in Review

Rareview Capital sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2025, closing a stake of 51,218 shares — an estimated $457K sold.

Rareview Capital first reported a position in EVM in Q4 2023 and held it in 7 quarters. The position peaked at $549K in Q3 2024. 53 funds tracked by Wall St. Rank hold EVM as of Q3 2025.

  • Rareview Capital reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Rareview Capital sold 51,218 Eaton Vance California Municipal Bond Fund shares in Q3 2025, an estimated $457K.
  • Rareview Capital first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2023 and held it in 7 quarters.
  • Rareview Capital's Eaton Vance California Municipal Bond Fund position peaked at $549K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2025.

Based on Rareview Capital's 13F filing for Q3 2025, filed 14 Nov 2025.