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, Q3 2021
Institutional positions in Eaton Vance California Municipal Bond Fund as of Sep 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
- 43
- −1 vs. Q2 2021
- Shares held
- 5.02M
- −705.6K (−12.3%) vs. Q2 2021
- Total value
- $59.9M
- −$8.56M (−12.5%) vs. Q2 2021
- New holders
- 3
- 13 more added
- Sold out
- 4
- 10 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 869,289 | $10.4M | 0.31% | −808,521−48.2% | Reduced |
| Rivernorth Capital Management, LLC | 720,798 | $8.61M | 0.46% | −18,321−2.5% | Reduced |
| Guggenheim Capital LLC | 663,396 | $7.92M | 0.05% | +41,271+6.6% | Added |
| Wells Fargo & Company | 395,033 | $4.72M | 0.00% | +166,670+73.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 263,826 | $3.15M | 0.17% | −7,640−2.8% | Reduced |
| Morgan Stanley | 257,605 | $3.08M | 0.00% | +25,325+10.9% | Added |
| Advisors Asset Management, Inc. | 225,550 | $2.69M | 0.04% | +21,742+10.7% | Added |
| UBS Group AG | 179,984 | $2.15M | 0.00% | +30,065+20.1% | Added |
| 1607 Capital Partners, LLC | 158,774 | $1.90M | 0.10% | −16,585−9.5% | Reduced |
| Vivaldi Capital Management, LLC | 130,185 | $1.55M | 0.34% | −856−0.7% | Reduced |
| Dakota Wealth Management | 127,362 | $1.52M | 0.18% | −23,385−15.5% | Reduced |
| Evoke Wealth, LLC | 125,743 | $1.50M | 0.06% | +11,126+9.7% | Added |
| Camden Capital, LLC | 110,135 | $1.31M | 0.26% | 00.0% | Unchanged |
| Royal Bank of Canada | 98,306 | $1.17M | 0.00% | −39,690−28.8% | Reduced |
| First Foundation Advisors | 92,614 | $1.11M | 0.04% | −5,905−6.0% | Reduced |
| LPL Financial LLC | 57,240 | $683.0K | 0.00% | +280+0.5% | Added |
| Bank of America Corp | 55,864 | $667.0K | 0.00% | +15,030+36.8% | Added |
| City of London Investment Management Co Ltd | 55,599 | $664.0K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 50,831 | $607.0K | 0.00% | −14,897−22.7% | Reduced |
| Stifel Financial Corp | 50,424 | $602.0K | 0.00% | +14,961+42.2% | Added |
| Fiera Capital Corp | 36,719 | $438.0K | 0.00% | −109,913−75.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 35,000 | $418.0K | 0.00% | 00.0% | Unchanged |
| Newfleet Asset Management, LLC | 35,000 | $418.0K | 1.20% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 28,200 | $337.0K | 0.09% | +28,200 | New |
| Lido Advisors, LLC | 20,447 | $244.0K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 17,244 | $206.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 14,279 | $170.0K | 0.00% | +411+3.0% | Added |
| Alethea Capital Management, LLC | 13,579 | $162.0K | 0.14% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,270 | $158.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,260 | $158.0K | 0.00% | +59+0.4% | Added |
| Advisor Group Holdings, Inc. | 12,620 | $151.0K | 0.00% | +8,529+208.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,453 | $149.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,402 | $148.0K | 0.01% | +12,402 | New |
| Orion Capital Management LLC | 12,000 | $143.0K | 0.09% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 11,201 | $134.0K | 0.05% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11,000 | $131.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,532 | $126.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 7,500 | $90.0K | 0.01% | +2,500+50.0% | Added |
| Northwestern Mutual Wealth Management Co | 4,775 | $57.0K | 0.00% | +4,775 | New |
| Reilly Financial Advisors, LLC | 2,311 | $28.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,350 | $28.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,394 | $17.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 537 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −21,160−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −16,292−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |