SIA
EVM

Sit Investment Associates’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Sit Investment Associates’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
-4,084,175
Closed -$38.8M – 518
2025
Q3 		$38.8M Buy
4,084,175
+203,543
+5% +$1.84M 0.79% 28
2025
Q2 		$34.6M Buy
3,880,632
+344,831
+10% +$3.07M 0.74% 30
2025
Q1 		$32.8M Buy
3,535,801
+243,803
+7% +$2.28M 0.77% 27
2024
Q4 		$30.2M Buy
3,291,998
+233,588
+8% +$2.2M 0.69% 31
2024
Q3 		$29.5M Hold
3,058,410
– – 0.66% 32
2024
Q2 		$29.1M Buy
3,058,410
+169,468
+6% +$1.59M 0.67% 36
2024
Q1 		$27.3M Buy
2,888,942
+236,866
+9% +$2.21M 0.63% 40
2023
Q4 		$24.3M Buy
2,652,076
+1,325,991
+100% +$11.2M 0.6% 37
2023
Q3 		$10.8M Buy
1,326,085
+664,399
+100% +$5.79M 0.3% 107
2023
Q2 		$5.89M Hold
661,686
– – 0.15% 175
2023
Q1 		$5.97M Buy
+661,686
New +$5.94M 0.16% 172

Sit Investment Associates's EVM Position: Q4 2025 in Review

Sit Investment Associates sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 4,084,175 shares — an estimated $38.8M sold.

Sit Investment Associates first reported a position in EVM in Q1 2023 and held it in 11 quarters. The position peaked at $38.8M in Q3 2025. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.

  • Sit Investment Associates reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Sit Investment Associates sold 4,084,175 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $38.8M.
  • Sit Investment Associates first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2023 and held it in 11 quarters.
  • Sit Investment Associates's Eaton Vance California Municipal Bond Fund position peaked at $38.8M in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.

Based on Sit Investment Associates's 13F filing for Q4 2025, filed 12 Feb 2026.