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 |
|---|---|---|---|---|---|
| Albion Financial Group | 537 | $6.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,394 | $17.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 4,775 | $57.0K | 0.00% | +4,775 | New |
| NEXT Financial Group, Inc | 7,500 | $90.0K | 0.01% | +2,500+50.0% | Added |
| Cerity Partners LLC | 10,532 | $126.0K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11,000 | $131.0K | 0.03% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 11,201 | $134.0K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12,000 | $143.0K | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,402 | $148.0K | 0.01% | +12,402 | New |
| Raymond James Financial Services Advisors, Inc. | 12,453 | $149.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,620 | $151.0K | 0.00% | +8,529+208.5% | Added |
| 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 |
| Alethea Capital Management, LLC | 13,579 | $162.0K | 0.14% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 14,279 | $170.0K | 0.00% | +411+3.0% | Added |
| Steel Peak Wealth Management LLC | 17,244 | $206.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 20,447 | $244.0K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 28,200 | $337.0K | 0.09% | +28,200 | New |
| 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 |
| Fiera Capital Corp | 36,719 | $438.0K | 0.00% | −109,913−75.0% | Reduced |
| Stifel Financial Corp | 50,424 | $602.0K | 0.00% | +14,961+42.2% | Added |
| Invesco Ltd. | 50,831 | $607.0K | 0.00% | −14,897−22.7% | Reduced |
| City of London Investment Management Co Ltd | 55,599 | $664.0K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 55,864 | $667.0K | 0.00% | +15,030+36.8% | Added |
| LPL Financial LLC | 57,240 | $683.0K | 0.00% | +280+0.5% | Added |
| First Foundation Advisors | 92,614 | $1.11M | 0.04% | −5,905−6.0% | Reduced |
| Royal Bank of Canada | 98,306 | $1.17M | 0.00% | −39,690−28.8% | Reduced |
| Camden Capital, LLC | 110,135 | $1.31M | 0.26% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 125,743 | $1.50M | 0.06% | +11,126+9.7% | Added |
| Dakota Wealth Management | 127,362 | $1.52M | 0.18% | −23,385−15.5% | Reduced |
| Vivaldi Capital Management, LLC | 130,185 | $1.55M | 0.34% | −856−0.7% | Reduced |
| 1607 Capital Partners, LLC | 158,774 | $1.90M | 0.10% | −16,585−9.5% | Reduced |
| UBS Group AG | 179,984 | $2.15M | 0.00% | +30,065+20.1% | Added |
| Advisors Asset Management, Inc. | 225,550 | $2.69M | 0.04% | +21,742+10.7% | Added |
| Morgan Stanley | 257,605 | $3.08M | 0.00% | +25,325+10.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 263,826 | $3.15M | 0.17% | −7,640−2.8% | Reduced |
| Wells Fargo & Company | 395,033 | $4.72M | 0.00% | +166,670+73.0% | Added |
| Guggenheim Capital LLC | 663,396 | $7.92M | 0.05% | +41,271+6.6% | Added |
| Rivernorth Capital Management, LLC | 720,798 | $8.61M | 0.46% | −18,321−2.5% | Reduced |
| Karpus Management, Inc. | 869,289 | $10.4M | 0.31% | −808,521−48.2% | Reduced |
| 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 |