Eaton Vance California Municipal Bond Fund
EVMDelisted Oct 27, 2025- SEC CIK
- 0001177161
Eaton Vance California Municipal Bond Fund was delisted on Oct 27, 2025; its insiders filed their last Form 4 on Oct 28, 2025; 53 institutions reported holding it in 13F filings for Q3 2025, worth $122.7M in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Eaton Vance California Municipal Bond Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 44
- 0 vs. Q1 2021
- Shares held
- 5.72M
- −595.3K (−9.4%) vs. Q1 2021
- Total value
- $68.5M
- −$5.12M (−7.0%) vs. Q1 2021
- New holders
- 3
- 11 more added
- Sold out
- 3
- 14 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 53 | $122.7M |
| Q2 2025 | 50 | $108.9M |
| Q1 2025 | 48 | $107.8M |
| Q4 2024 | 54 | $105.7M |
| Q3 2024 | 53 | $108.5M |
| Q2 2024 | 50 | $110.4M |
| Q1 2024 | 51 | $111.2M |
| Q4 2023 | 51 | $104.8M |
| Q3 2023 | 49 | $80.0M |
| Q2 2023 | 49 | $76.8M |
| Q1 2023 | 45 | $73.3M |
| Q4 2022 | 54 | $64.8M |
| Q3 2022 | 48 | $49.4M |
| Q2 2022 | 51 | $52.1M |
| Q1 2022 | 49 | $53.8M |
| Q4 2021 | 45 | $54.8M |
| Q3 2021 | 43 | $59.9M |
| Q2 2021 | 44 | $68.5M |
| Q1 2021 | 44 | $73.6M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 1,677,810 | $20.1M | 0.59% | −417,583−19.9% | Reduced |
| Rivernorth Capital Management, LLC | 739,119 | $8.84M | 0.50% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 622,125 | $7.44M | 0.04% | +31,431+5.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 271,466 | $3.25M | 0.17% | +18,133+7.2% | Added |
| Morgan Stanley | 232,280 | $2.78M | 0.00% | −17,907−7.2% | Reduced |
| Wells Fargo & Company | 228,363 | $2.73M | 0.00% | +37,683+19.8% | Added |
| Advisors Asset Management, Inc. | 203,808 | $2.44M | 0.04% | +16,534+8.8% | Added |
| 1607 Capital Partners, LLC | 175,359 | $2.10M | 0.10% | −3,288−1.8% | Reduced |
| Dakota Wealth Management | 150,747 | $1.80M | 0.22% | −12,530−7.7% | Reduced |
| UBS Group AG | 149,919 | $1.79M | 0.00% | +27,694+22.7% | Added |
| Fiera Capital Corp | 146,632 | $1.75M | 0.00% | −20,319−12.2% | Reduced |
| Royal Bank of Canada | 137,996 | $1.65M | 0.00% | −175,215−55.9% | Reduced |
| Vivaldi Capital Management, LLC | 131,041 | $1.58M | 0.32% | −4,351−3.2% | Reduced |
| Evoke Wealth, LLC | 114,617 | $1.37M | 0.05% | +26,160+29.6% | Added |
| Camden Capital, LLC | 110,135 | $1.32M | 0.31% | 00.0% | Unchanged |
| First Foundation Advisors | 98,519 | $1.18M | 0.05% | −7,271−6.9% | Reduced |
| Invesco Ltd. | 65,728 | $786.0K | 0.00% | −28,713−30.4% | Reduced |
| LPL Financial LLC | 56,960 | $681.0K | 0.00% | +13,406+30.8% | Added |
| City of London Investment Management Co Ltd | 55,599 | $666.0K | 0.03% | −39,186−41.3% | Reduced |
| Bank of America Corp | 40,834 | $488.0K | 0.00% | −2,445−5.6% | Reduced |
| Stifel Financial Corp | 35,463 | $424.0K | 0.00% | −16,425−31.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 35,000 | $419.0K | 0.00% | 00.0% | Unchanged |
| Newfleet Asset Management, LLC | 35,000 | $419.0K | 0.66% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 21,160 | $253.0K | 0.00% | +53+0.3% | Added |
| Lido Advisors, LLC | 20,447 | $245.0K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 17,244 | $206.0K | 0.01% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 16,292 | $195.0K | 0.05% | +16,292 | New |
| Ameriprise Financial Inc | 13,868 | $166.0K | 0.00% | +8+0.1% | Added |
| Alethea Capital Management, LLC | 13,579 | $162.0K | 0.10% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,270 | $159.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,201 | $158.0K | 0.00% | −3,312−20.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,453 | $149.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12,000 | $144.0K | 0.09% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 11,201 | $135.0K | 0.05% | −3,999−26.3% | Reduced |
| Coastal Investment Advisors, Inc. | 11,000 | $132.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,532 | $126.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 5,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,091 | $49.0K | 0.00% | +1,765+75.9% | Added |
| Citigroup Inc | 3,778 | $45.0K | 0.00% | +4+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,350 | $28.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 2,311 | $28.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,394 | $17.0K | 0.01% | +1,394 | New |
| Albion Financial Group | 537 | $6.00K | 0.00% | +537 | New |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −27,364−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −6,452−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |