Steward Partners Investment Advisory’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,301
| Closed | -$21.8K | – | 4366 |
|
|
2025
Q3 | $21.8K | Hold |
2,301
| – | – | ﹤0.01% | 3056 |
|
|
2025
Q2 | $20.5K | Hold |
2,301
| – | – | ﹤0.01% | 2915 |
|
|
2025
Q1 | $21.3K | Hold |
2,301
| – | – | ﹤0.01% | 2777 |
|
|
2024
Q4 | $21.1K | Hold |
2,301
| – | – | ﹤0.01% | 2763 |
|
|
2024
Q3 | $22.2K | Hold |
2,301
| – | – | ﹤0.01% | 2619 |
|
|
2024
Q2 | $21.9K | Hold |
2,301
| – | – | ﹤0.01% | 2496 |
|
|
2024
Q1 | $21.7K | Hold |
2,301
| – | – | ﹤0.01% | 2493 |
|
|
2023
Q4 | $21.1K | Sell |
2,301
-1,350
| -37% | -$11.4K | ﹤0.01% | 2388 |
|
|
2023
Q3 | $29.6K | Hold |
3,651
| – | – | ﹤0.01% | 2139 |
|
|
2023
Q2 | $32.5K | Hold |
3,651
| – | – | ﹤0.01% | 2062 |
|
|
2023
Q1 | $32.9K | Buy |
3,651
+559
| +18% | +$5.02K | ﹤0.01% | 2043 |
|
|
2022
Q4 | $26.7K | Hold |
3,092
| – | – | ﹤0.01% | 2103 |
|
|
2022
Q3 | $26K | Hold |
3,092
| – | – | ﹤0.01% | 2086 |
|
|
2022
Q2 | $29K | Hold |
3,092
| – | – | ﹤0.01% | 2056 |
|
|
2022
Q1 | $31K | Buy |
3,092
+742
| +32% | +$7.87K | ﹤0.01% | 2159 |
|
|
2021
Q4 | $27K | Hold |
2,350
| – | – | ﹤0.01% | 2190 |
|
|
2021
Q3 | $28K | Hold |
2,350
| – | – | ﹤0.01% | 2170 |
|
|
2021
Q2 | $28K | Hold |
2,350
| – | – | ﹤0.01% | 4380 |
|
|
2021
Q1 | $27.4K | Hold |
2,350
| – | – | ﹤0.01% | 2319 |
|
|
2020
Q4 | $28K | Hold |
2,350
| – | – | ﹤0.01% | 1936 |
|
|
2020
Q3 | $27K | Hold |
2,350
| – | – | ﹤0.01% | 1770 |
|
|
2020
Q2 | $26K | Hold |
2,350
| – | – | ﹤0.01% | 1674 |
|
|
2020
Q1 | $24K | Hold |
2,350
| – | – | ﹤0.01% | 1537 |
|
|
2019
Q4 | $26K | Hold |
2,350
| – | – | ﹤0.01% | 1686 |
|
|
2019
Q3 | $26K | Hold |
2,350
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q2 | $25K | Buy |
+2,350
| New | +$25.3K | ﹤0.01% | 1623 |
|
|
2018
Q4 | – | Sell |
-2,350
| Closed | -$23K | – | 1181 |
|
|
2018
Q3 | $23K | Hold |
2,350
| – | – | ﹤0.01% | 1493 |
|
|
2018
Q2 | $24K | Buy |
+2,350
| New | +$24.2K | ﹤0.01% | 1388 |
|
Steward Partners Investment Advisory's EVM Position: Q4 2025 in Review
Steward Partners Investment Advisory sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 2,301 shares — an estimated $21.8K sold.
Steward Partners Investment Advisory first reported a position in EVM in Q2 2018 and held it in 28 quarters. The position peaked at $32.9K in Q1 2023. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.
- Steward Partners Investment Advisory reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
- Steward Partners Investment Advisory sold 2,301 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $21.8K.
- Steward Partners Investment Advisory first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2018 and held it in 28 quarters.
- Steward Partners Investment Advisory's Eaton Vance California Municipal Bond Fund position peaked at $32.9K in Q1 2023.
- 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.
Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.