UBS Group’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 |
-11,197
| Closed | -$106K | – | 10685 |
|
|
2025
Q3 | $106K | Sell |
11,197
-83,130
| -88% | -$751K | ﹤0.01% | 7083 |
|
|
2025
Q2 | $841K | Sell |
94,327
-6,299
| -6% | -$56.1K | ﹤0.01% | 5592 |
|
|
2025
Q1 | $933K | Buy |
100,626
+5,530
| +6% | +$51.8K | ﹤0.01% | 5334 |
|
|
2024
Q4 | $872K | Buy |
95,096
+5,067
| +6% | +$47.6K | ﹤0.01% | 5420 |
|
|
2024
Q3 | $869K | Sell |
90,029
-2,932
| -3% | -$28.2K | ﹤0.01% | 4777 |
|
|
2024
Q2 | $884K | Buy |
92,961
+13,552
| +17% | +$127K | ﹤0.01% | 4528 |
|
|
2024
Q1 | $750K | Sell |
79,409
-13,697
| -15% | -$128K | ﹤0.01% | 4847 |
|
|
2023
Q4 | $852K | Sell |
93,106
-43,710
| -32% | -$369K | ﹤0.01% | 4648 |
|
|
2023
Q3 | $1.11M | Sell |
136,816
-39,731
| -23% | -$346K | ﹤0.01% | 3975 |
|
|
2023
Q2 | $1.57M | Sell |
176,547
-21,712
| -11% | -$193K | ﹤0.01% | 3774 |
|
|
2023
Q1 | $1.79M | Buy |
198,259
+1,077
| +0.5% | +$9.67K | ﹤0.01% | 3547 |
|
|
2022
Q4 | $1.7M | Buy |
197,182
+19,105
| +11% | +$163K | ﹤0.01% | 3543 |
|
|
2022
Q3 | $1.52M | Buy |
178,077
+28,524
| +19% | +$265K | ﹤0.01% | 3402 |
|
|
2022
Q2 | $1.39M | Sell |
149,553
-19,500
| -12% | -$181K | ﹤0.01% | 3434 |
|
|
2022
Q1 | $1.7M | Buy |
169,053
+3,644
| +2% | +$38.7K | ﹤0.01% | 3596 |
|
|
2021
Q4 | $1.92M | Sell |
165,409
-14,575
| -8% | -$172K | ﹤0.01% | 3769 |
|
|
2021
Q3 | $2.15M | Buy |
179,984
+30,065
| +20% | +$363K | ﹤0.01% | 3513 |
|
|
2021
Q2 | $1.79M | Buy |
149,919
+27,694
| +23% | +$328K | ﹤0.01% | 3678 |
|
|
2021
Q1 | $1.42M | Sell |
122,225
-31,060
| -20% | -$358K | ﹤0.01% | 3894 |
|
|
2020
Q4 | $1.8M | Buy |
153,285
+13,351
| +10% | +$154K | ﹤0.01% | 3493 |
|
|
2020
Q3 | $1.59M | Sell |
139,934
-1,653
| -1% | -$19.1K | ﹤0.01% | 3274 |
|
|
2020
Q2 | $1.58M | Sell |
141,587
-41,733
| -23% | -$449K | ﹤0.01% | 3107 |
|
|
2020
Q1 | $1.93M | Sell |
183,320
-48,676
| -21% | -$550K | ﹤0.01% | 2797 |
|
|
2019
Q4 | $2.61M | Buy |
231,996
+20,187
| +10% | +$227K | ﹤0.01% | 3284 |
|
|
2019
Q3 | $2.4M | Sell |
211,809
-3,681
| -2% | -$41.7K | ﹤0.01% | 3125 |
|
|
2019
Q2 | $2.38M | Sell |
215,490
-6,230
| -3% | -$67.1K | ﹤0.01% | 2983 |
|
|
2019
Q1 | $2.34M | Sell |
221,720
-23,020
| -9% | -$239K | ﹤0.01% | 2854 |
|
|
2018
Q4 | $2.42M | Buy |
244,740
+5,950
| +2% | +$58.9K | ﹤0.01% | 2850 |
|
|
2018
Q3 | $2.38M | Buy |
238,790
+12,932
| +6% | +$133K | ﹤0.01% | 3066 |
|
|
2018
Q2 | $2.33M | Sell |
225,858
-6,711
| -3% | -$69.2K | ﹤0.01% | 3031 |
|
|
2018
Q1 | $2.39M | Sell |
232,569
-121,797
| -34% | -$1.32M | ﹤0.01% | 2992 |
|
|
2017
Q4 | $4.08M | Sell |
354,366
-7,768
| -2% | -$92.3K | ﹤0.01% | 2554 |
|
|
2017
Q3 | $4.36M | Buy |
362,134
+47,441
| +15% | +$568K | ﹤0.01% | 2342 |
|
|
2017
Q2 | $3.66M | Buy |
314,693
+38,345
| +14% | +$445K | ﹤0.01% | 2436 |
|
|
2017
Q1 | $3.14M | Buy |
276,348
+33,660
| +14% | +$386K | ﹤0.01% | 2508 |
|
|
2016
Q4 | $2.76M | Buy |
242,688
+113,635
| +88% | +$1.34M | ﹤0.01% | 2620 |
|
|
2016
Q3 | $1.75M | Sell |
129,053
-38,992
| -23% | -$539K | ﹤0.01% | 2961 |
|
|
2016
Q2 | $2.32M | Buy |
168,045
+803
| +0.5% | +$10.4K | ﹤0.01% | 2648 |
|
|
2016
Q1 | $2.1M | Sell |
167,242
-165,797
| -50% | -$2.08M | ﹤0.01% | 2625 |
|
|
2015
Q4 | $4.05M | Buy |
333,039
+8,576
| +3% | +$102K | ﹤0.01% | 2145 |
|
|
2015
Q3 | $3.77M | Buy |
324,463
+43,876
| +16% | +$504K | ﹤0.01% | 2166 |
|
|
2015
Q2 | $3.17M | Buy |
280,587
+100,590
| +56% | +$1.19M | ﹤0.01% | 2534 |
|
|
2015
Q1 | $2.16M | Buy |
179,997
+77,853
| +76% | +$937K | ﹤0.01% | 2857 |
|
|
2014
Q4 | $1.2M | Buy |
+102,144
| New | +$1.19M | ﹤0.01% | 3413 |
|
UBS Group's EVM Position: Q4 2025 in Review
UBS Group sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 11,197 shares — an estimated $106K sold.
UBS Group first reported a position in EVM in Q4 2014 and held it in 44 quarters. The position peaked at $4.36M in Q3 2017. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.
- UBS Group reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
- UBS Group sold 11,197 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $106K.
- UBS Group first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2014 and held it in 44 quarters.
- UBS Group's Eaton Vance California Municipal Bond Fund position peaked at $4.36M in Q3 2017.
- 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.
Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.