Rothschild Investment LLC’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Rothschild Investment LLC’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	-1,537	Closed	-$14.6K	–	3451
2025 Q3	$14.6K	Buy	1,537 +21	+1%	+$190	﹤0.01%	1326
2025 Q2	$13.5K	Buy	1,516 +21	+1%	+$187	﹤0.01%	1131
2025 Q1	$13.9K	Buy	1,495 +19	+1%	+$178	﹤0.01%	1089
2024 Q4	$13.5K	Buy	1,476 +20	+1%	+$188	﹤0.01%	1096
2024 Q3	$14.1K	Buy	1,456 +18	+1%	+$173	﹤0.01%	1080
2024 Q2	$13.7K	Buy	1,438 +17	+1%	+$160	﹤0.01%	1052
2024 Q1	$13.4K	Buy	1,421 +17	+1%	+$159	﹤0.01%	1004
2023 Q4	$12.8K	Buy	+1,404	New	+$11.9K	﹤0.01%	947

Rothschild Investment LLC's EVM Position: Q4 2025 in Review

Rothschild Investment LLC sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 1,537 shares — an estimated $14.6K sold.

Rothschild Investment LLC first reported a position in EVM in Q4 2023 and held it in 8 quarters. The position peaked at $14.6K in Q3 2025. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.

Rothschild Investment LLC reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
Rothschild Investment LLC sold 1,537 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $14.6K.
Rothschild Investment LLC first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2023 and held it in 8 quarters.
Rothschild Investment LLC's Eaton Vance California Municipal Bond Fund position peaked at $14.6K in Q3 2025.
0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.