Wealth Enhancement Advisory Services
EVM

Wealth Enhancement Advisory Services’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Wealth Enhancement Advisory Services’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
-15,152
Closed -$145K – 3695
2025
Q3 		$145K Hold
15,152
– – ﹤0.01% 3248
2025
Q2 		$137K Hold
15,152
– – ﹤0.01% 3085
2025
Q1 		$140K Hold
15,152
– – ﹤0.01% 2695
2024
Q4 		$139K Buy
15,152
+100
+0.7% +$940 ﹤0.01% 2751
2024
Q3 		$145K Hold
15,052
– – ﹤0.01% 2498
2024
Q2 		$143K Hold
15,052
– – ﹤0.01% 2356
2024
Q1 		$142K Hold
15,052
– – ﹤0.01% 2254
2023
Q4 		$138K Hold
15,052
– – ﹤0.01% 2141
2023
Q3 		$122K Buy
+15,052
New +$131K ﹤0.01% 2078

Wealth Enhancement Advisory Services's EVM Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 15,152 shares — an estimated $145K sold.

Wealth Enhancement Advisory Services first reported a position in EVM in Q3 2023 and held it in 9 quarters. The position peaked at $145K in Q3 2024. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,152 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $145K.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's Eaton Vance California Municipal Bond Fund position peaked at $145K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.