Wealthspire Advisors (New York)’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 |
-10,333
| Closed | -$98.1K | – | 1610 |
|
|
2025
Q3 | $98.1K | Hold |
10,333
| – | – | ﹤0.01% | 1018 |
|
|
2025
Q2 | $92.2K | Hold |
10,333
| – | – | ﹤0.01% | 827 |
|
|
2025
Q1 | $95.8K | Hold |
10,333
| – | – | ﹤0.01% | 765 |
|
|
2024
Q4 | $94.8K | Buy |
+10,333
| New | +$97.1K | ﹤0.01% | 770 |
|
|
2021
Q4 | – | Sell |
-13,270
| Closed | -$158K | – | 569 |
|
|
2021
Q3 | $158K | Hold |
13,270
| – | – | ﹤0.01% | 556 |
|
|
2021
Q2 | $159K | Hold |
13,270
| – | – | ﹤0.01% | 357 |
|
|
2021
Q1 | $154K | Hold |
13,270
| – | – | ﹤0.01% | 684 |
|
|
2020
Q4 | $156K | Sell |
13,270
-4,975
| -27% | -$57.6K | ﹤0.01% | 562 |
|
|
2020
Q3 | $207K | Hold |
18,245
| – | – | 0.01% | 298 |
|
|
2020
Q2 | $203K | Sell |
18,245
-2,030
| -10% | -$21.9K | 0.01% | 261 |
|
|
2020
Q1 | $214K | Buy |
+20,275
| New | +$229K | 0.01% | 471 |
|
|
2019
Q4 | – | Sell |
-11,355
| Closed | -$129K | – | 216 |
|
|
2019
Q3 | $129K | Buy |
+11,355
| New | +$129K | 0.01% | 162 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 186 |
|
Wealthspire Advisors (New York)'s EVM Position: Q4 2025 in Review
Wealthspire Advisors (New York) sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 10,333 shares — an estimated $98.1K sold.
Wealthspire Advisors (New York) first reported a position in EVM in Q3 2019 and held it in 12 quarters. The position peaked at $214K in Q1 2020. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.
- Wealthspire Advisors (New York) reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
- Wealthspire Advisors (New York) sold 10,333 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $98.1K.
- Wealthspire Advisors (New York) first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2019 and held it in 12 quarters.
- Wealthspire Advisors (New York)'s Eaton Vance California Municipal Bond Fund position peaked at $214K in Q1 2020.
- 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.
Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.