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 |
|---|---|---|---|---|---|
| Umb Bank N A | 200 | $2.00K | 0.00% | +200 | New |
| Albion Financial Group | 537 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,450 | $17.0K | 0.00% | +1,450 | 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 |
| Snowden Capital Advisors LLC | 2,675 | $31.0K | 0.00% | +2,675 | New |
| Northwestern Mutual Wealth Management Co | 4,775 | $55.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 7,500 | $87.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,532 | $122.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,640 | $123.0K | 0.00% | −1,980−15.7% | Reduced |
| Peddock Capital Advisors, LLC | 11,201 | $130.0K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12,000 | $139.0K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 12,027 | $140.0K | 0.00% | −80,587−87.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,453 | $144.0K | 0.00% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 13,579 | $158.0K | 0.14% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 15,753 | $183.0K | 0.00% | +1,474+10.3% | Added |
| Bluefin Capital Management, LLC | 16,404 | $190.0K | 0.02% | +16,404 | New |
| AlphaCentric Advisors LLC | 17,150 | $199.0K | 0.06% | −11,050−39.2% | Reduced |
| Steel Peak Wealth Management LLC | 17,244 | $200.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 18,700 | $217.0K | 0.00% | +18,700 | New |
| Lido Advisors, LLC | 18,934 | $219.0K | 0.00% | −1,513−7.4% | Reduced |
| Commonwealth Equity Services, LLC | 19,988 | $231.0K | 0.00% | +19,988 | New |
| Invesco Ltd. | 21,398 | $248.0K | 0.00% | −29,433−57.9% | Reduced |
| MKT Advisors LLC | 27,812 | $301.0K | 0.24% | +27,812 | New |
| Stifel Financial Corp | 34,924 | $405.0K | 0.00% | −15,500−30.7% | Reduced |
| 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 |
| Fiera Capital Corp | 42,230 | $490.0K | 0.00% | +5,511+15.0% | Added |
| LPL Financial LLC | 48,741 | $565.0K | 0.00% | −8,499−14.8% | Reduced |
| City of London Investment Management Co Ltd | 55,599 | $645.0K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 62,167 | $721.0K | 0.00% | +6,303+11.3% | Added |
| Royal Bank of Canada | 98,243 | $1.14M | 0.00% | −63−0.1% | Reduced |
| Dakota Wealth Management | 124,927 | $1.45M | 0.15% | −2,435−1.9% | Reduced |
| Evoke Wealth, LLC | 125,871 | $1.46M | 0.05% | +128+0.1% | Added |
| 1607 Capital Partners, LLC | 158,774 | $1.84M | 0.10% | 00.0% | Unchanged |
| UBS Group AG | 165,409 | $1.92M | 0.00% | −14,575−8.1% | Reduced |
| Advisors Asset Management, Inc. | 233,112 | $2.70M | 0.04% | +7,562+3.4% | Added |
| Morgan Stanley | 289,369 | $3.36M | 0.00% | +31,764+12.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 297,060 | $3.45M | 0.17% | +33,234+12.6% | Added |
| Regatta Capital Group, LLC | 355,858 | $4.13M | 1.44% | +355,858 | New |
| Wells Fargo & Company | 450,739 | $5.23M | 0.00% | +55,706+14.1% | Added |
| Karpus Management, Inc. | 504,932 | $5.86M | 0.17% | −364,357−41.9% | Reduced |
| Guggenheim Capital LLC | 608,195 | $7.05M | 0.04% | −55,201−8.3% | Reduced |
| Rivernorth Capital Management, LLC | 720,798 | $8.36M | 0.34% | 00.0% | Unchanged |
| 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 |