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 |
|---|---|---|---|---|---|
| Albion Financial Group | 537 | $6.00K | 0.00% | +537 | New |
| Liberty Wealth Management LLC | 1,394 | $17.0K | 0.01% | +1,394 | New |
| Whittier Trust Co | 2,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 3,778 | $45.0K | 0.00% | +4+0.1% | Added |
| Advisor Group Holdings, Inc. | 4,091 | $49.0K | 0.00% | +1,765+75.9% | Added |
| NEXT Financial Group, Inc | 5,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,532 | $126.0K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11,000 | $132.0K | 0.03% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 11,201 | $135.0K | 0.05% | −3,999−26.3% | Reduced |
| Orion Capital Management LLC | 12,000 | $144.0K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,453 | $149.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,201 | $158.0K | 0.00% | −3,312−20.1% | Reduced |
| Wealthspire Advisors, LLC | 13,270 | $159.0K | 0.00% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 13,579 | $162.0K | 0.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,868 | $166.0K | 0.00% | +8+0.1% | Added |
| Ackerman Capital Advisors, LLC | 16,292 | $195.0K | 0.05% | +16,292 | New |
| Steel Peak Wealth Management LLC | 17,244 | $206.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 20,447 | $245.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 21,160 | $253.0K | 0.00% | +53+0.3% | Added |
| 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 |
| Stifel Financial Corp | 35,463 | $424.0K | 0.00% | −16,425−31.7% | Reduced |
| Bank of America Corp | 40,834 | $488.0K | 0.00% | −2,445−5.6% | Reduced |
| City of London Investment Management Co Ltd | 55,599 | $666.0K | 0.03% | −39,186−41.3% | Reduced |
| LPL Financial LLC | 56,960 | $681.0K | 0.00% | +13,406+30.8% | Added |
| Invesco Ltd. | 65,728 | $786.0K | 0.00% | −28,713−30.4% | Reduced |
| First Foundation Advisors | 98,519 | $1.18M | 0.05% | −7,271−6.9% | Reduced |
| Camden Capital, LLC | 110,135 | $1.32M | 0.31% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 114,617 | $1.37M | 0.05% | +26,160+29.6% | Added |
| Vivaldi Capital Management, LLC | 131,041 | $1.58M | 0.32% | −4,351−3.2% | Reduced |
| Royal Bank of Canada | 137,996 | $1.65M | 0.00% | −175,215−55.9% | Reduced |
| Fiera Capital Corp | 146,632 | $1.75M | 0.00% | −20,319−12.2% | Reduced |
| UBS Group AG | 149,919 | $1.79M | 0.00% | +27,694+22.7% | Added |
| Dakota Wealth Management | 150,747 | $1.80M | 0.22% | −12,530−7.7% | Reduced |
| 1607 Capital Partners, LLC | 175,359 | $2.10M | 0.10% | −3,288−1.8% | Reduced |
| Advisors Asset Management, Inc. | 203,808 | $2.44M | 0.04% | +16,534+8.8% | Added |
| Wells Fargo & Company | 228,363 | $2.73M | 0.00% | +37,683+19.8% | Added |
| Morgan Stanley | 232,280 | $2.78M | 0.00% | −17,907−7.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 271,466 | $3.25M | 0.17% | +18,133+7.2% | Added |
| Guggenheim Capital LLC | 622,125 | $7.44M | 0.04% | +31,431+5.3% | Added |
| Rivernorth Capital Management, LLC | 739,119 | $8.84M | 0.50% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,677,810 | $20.1M | 0.59% | −417,583−19.9% | Reduced |
| 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 |