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, Q4 2021
Institutional positions in Eaton Vance California Municipal Bond Fund as of Dec 31, 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
- 45
- +2 vs. Q3 2021
- Shares held
- 4.73M
- −289.7K (−5.8%) vs. Q3 2021
- Total value
- $54.8M
- −$5.09M (−8.5%) vs. Q3 2021
- New holders
- 9
- 8 more added
- Sold out
- 7
- 12 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 720,798 | $8.36M | 0.34% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 608,195 | $7.05M | 0.04% | −55,201−8.3% | Reduced |
| Karpus Management, Inc. | 504,932 | $5.86M | 0.17% | −364,357−41.9% | Reduced |
| Wells Fargo & Company | 450,739 | $5.23M | 0.00% | +55,706+14.1% | Added |
| Regatta Capital Group, LLC | 355,858 | $4.13M | 1.44% | +355,858 | New |
| Hennion & Walsh Asset Management, Inc. | 297,060 | $3.45M | 0.17% | +33,234+12.6% | Added |
| Morgan Stanley | 289,369 | $3.36M | 0.00% | +31,764+12.3% | Added |
| Advisors Asset Management, Inc. | 233,112 | $2.70M | 0.04% | +7,562+3.4% | Added |
| UBS Group AG | 165,409 | $1.92M | 0.00% | −14,575−8.1% | Reduced |
| 1607 Capital Partners, LLC | 158,774 | $1.84M | 0.10% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 125,871 | $1.46M | 0.05% | +128+0.1% | Added |
| Dakota Wealth Management | 124,927 | $1.45M | 0.15% | −2,435−1.9% | Reduced |
| Royal Bank of Canada | 98,243 | $1.14M | 0.00% | −63−0.1% | Reduced |
| Bank of America Corp | 62,167 | $721.0K | 0.00% | +6,303+11.3% | Added |
| City of London Investment Management Co Ltd | 55,599 | $645.0K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 48,741 | $565.0K | 0.00% | −8,499−14.8% | Reduced |
| Fiera Capital Corp | 42,230 | $490.0K | 0.00% | +5,511+15.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 35,000 | $406.0K | 0.00% | 00.0% | Unchanged |
| Newfleet Asset Management, LLC | 35,000 | $406.0K | 1.26% | 00.0% | Unchanged |
| Stifel Financial Corp | 34,924 | $405.0K | 0.00% | −15,500−30.7% | Reduced |
| MKT Advisors LLC | 27,812 | $301.0K | 0.24% | +27,812 | New |
| Invesco Ltd. | 21,398 | $248.0K | 0.00% | −29,433−57.9% | Reduced |
| Commonwealth Equity Services, LLC | 19,988 | $231.0K | 0.00% | +19,988 | New |
| Lido Advisors, LLC | 18,934 | $219.0K | 0.00% | −1,513−7.4% | Reduced |
| Millennium Management LLC | 18,700 | $217.0K | 0.00% | +18,700 | New |
| Steel Peak Wealth Management LLC | 17,244 | $200.0K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 17,150 | $199.0K | 0.06% | −11,050−39.2% | Reduced |
| Bluefin Capital Management, LLC | 16,404 | $190.0K | 0.02% | +16,404 | New |
| Ameriprise Financial Inc | 15,753 | $183.0K | 0.00% | +1,474+10.3% | Added |
| Alethea Capital Management, LLC | 13,579 | $158.0K | 0.14% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,453 | $144.0K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 12,027 | $140.0K | 0.00% | −80,587−87.0% | Reduced |
| Orion Capital Management LLC | 12,000 | $139.0K | 0.08% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 11,201 | $130.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,640 | $123.0K | 0.00% | −1,980−15.7% | Reduced |
| Cerity Partners LLC | 10,532 | $122.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 7,500 | $87.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,775 | $55.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,675 | $31.0K | 0.00% | +2,675 | New |
| Reilly Financial Advisors, LLC | 2,311 | $27.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,350 | $27.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,354 | $27.0K | 0.00% | +2,354 | New |
| Assetmark, Inc | 1,450 | $17.0K | 0.00% | +1,450 | New |
| Albion Financial Group | 537 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $2.00K | 0.00% | +200 | New |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −130,185−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −110,135−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −13,270−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −13,260−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,402−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |