Vivaldi Capital Management’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 |
-44,672
| Closed | -$424K | – | 280 |
|
|
2025
Q3 | $424K | Buy |
44,672
+28
| +0.1% | +$253 | 0.06% | 175 |
|
|
2025
Q2 | $398K | Buy |
44,644
+28
| +0.1% | +$249 | 0.06% | 182 |
|
|
2025
Q1 | $414K | Buy |
44,616
+27
| +0.1% | +$253 | 0.07% | 169 |
|
|
2024
Q4 | $421K | Buy |
44,589
+26
| +0.1% | +$244 | 0.06% | 165 |
|
|
2024
Q3 | $430K | Sell |
44,563
-11,389
| -20% | -$110K | 0.12% | 121 |
|
|
2024
Q2 | $532K | Buy |
55,952
+16
| +0% | +$151 | 0.15% | 117 |
|
|
2024
Q1 | $528K | Buy |
55,936
+23
| +0% | +$215 | 0.15% | 119 |
|
|
2023
Q4 | $523K | Sell |
55,913
-9,083
| -14% | -$76.8K | 0.16% | 118 |
|
|
2023
Q3 | $528K | Sell |
64,996
-744
| -1% | -$6.49K | 0.17% | 105 |
|
|
2023
Q2 | $585K | Sell |
65,740
-942
| -1% | -$8.36K | 0.18% | 102 |
|
|
2023
Q1 | $601K | Buy |
66,682
+43,578
| +189% | +$391K | 0.18% | 104 |
|
|
2022
Q4 | $204K | Buy |
23,104
+10
| +0% | +$85 | 0.05% | 230 |
|
|
2022
Q3 | $194K | Sell |
23,094
-7,049
| -23% | -$65.4K | 0.05% | 209 |
|
|
2022
Q2 | $279K | Sell |
30,143
-1,653
| -5% | -$15.4K | 0.07% | 171 |
|
|
2022
Q1 | $299K | Buy |
+31,796
| New | +$337K | 0.08% | 168 |
|
|
2021
Q4 | – | Sell |
-130,185
| Closed | -$1.55M | – | 217 |
|
|
2021
Q3 | $1.55M | Sell |
130,185
-856
| -0.7% | -$10.3K | 0.34% | 64 |
|
|
2021
Q2 | $1.58M | Sell |
131,041
-4,351
| -3% | -$51.5K | 0.32% | 69 |
|
|
2021
Q1 | $1.61M | Buy |
135,392
+62
| +0% | +$715 | 0.32% | 68 |
|
|
2020
Q4 | $1.59M | Buy |
135,330
+27
| +0% | +$312 | 0.34% | 65 |
|
|
2020
Q3 | $1.56M | Sell |
135,303
-14,334
| -10% | -$165K | 0.35% | 65 |
|
|
2020
Q2 | $1.76M | Buy |
149,637
+19,397
| +15% | +$209K | 0.37% | 61 |
|
|
2020
Q1 | $1.37M | Buy |
130,240
+52,162
| +67% | +$589K | 0.31% | 64 |
|
|
2019
Q4 | $878K | Buy |
78,078
+41,953
| +116% | +$472K | 0.21% | 88 |
|
|
2019
Q3 | $409K | Buy |
36,125
+3,664
| +11% | +$41.5K | 0.1% | 145 |
|
|
2019
Q2 | $358K | Buy |
32,461
+3,355
| +12% | +$36.1K | 0.09% | 165 |
|
|
2019
Q1 | $307K | Sell |
29,106
-8,052
| -22% | -$83.7K | 0.09% | 178 |
|
|
2018
Q4 | $368K | Buy |
37,158
+5,587
| +18% | +$55.3K | 0.16% | 119 |
|
|
2018
Q3 | $314K | Sell |
31,571
-8,654
| -22% | -$88.8K | 0.17% | 98 |
|
|
2018
Q2 | $416K | Sell |
40,225
-4,029
| -9% | -$41.5K | 0.34% | 77 |
|
|
2018
Q1 | $454K | Buy |
44,254
+3,311
| +8% | +$35.9K | 0.34% | 76 |
|
|
2017
Q4 | $471K | Buy |
40,943
+8,564
| +26% | +$102K | 0.4% | 64 |
|
|
2017
Q3 | $390K | Buy |
+32,379
| New | +$388K | 1.68% | 26 |
|
Vivaldi Capital Management's EVM Position: Q4 2025 in Review
Vivaldi Capital Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 44,672 shares — an estimated $424K sold.
Vivaldi Capital Management first reported a position in EVM in Q3 2017 and held it in 32 quarters. The position peaked at $1.76M in Q2 2020. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.
- Vivaldi Capital Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
- Vivaldi Capital Management sold 44,672 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $424K.
- Vivaldi Capital Management first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2017 and held it in 32 quarters.
- Vivaldi Capital Management's Eaton Vance California Municipal Bond Fund position peaked at $1.76M in Q2 2020.
- 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.
Based on Vivaldi Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.