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, Q1 2022
Institutional positions in Eaton Vance California Municipal Bond Fund as of Mar 31, 2022. 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
- 49
- +7 vs. Q4 2021
- Shares held
- 5.37M
- +667.8K (+14.2%) vs. Q4 2021
- Total value
- $53.8M
- −$657.1K (−1.2%) vs. Q4 2021
- New holders
- 15
- 16 more added
- Sold out
- 8
- 7 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 537 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 664 | $7.00K | 0.00% | +464+232.0% | Added |
| Creative Planning | 2,311 | $23.0K | 0.00% | +2,311 | New |
| Steward Partners Investment Advisory, LLC | 3,092 | $31.0K | 0.00% | +742+31.6% | Added |
| Northwestern Mutual Wealth Management Co | 4,775 | $48.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,403 | $104.0K | 0.00% | −2,050−16.5% | Reduced |
| Hamilton Wealth, LLC | 10,500 | $105.0K | 0.05% | +10,500 | New |
| Cerity Partners LLC | 10,532 | $106.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,490 | $115.0K | 0.00% | +11,490 | New |
| Ameriprise Financial Inc | 11,762 | $118.0K | 0.00% | −3,991−25.3% | Reduced |
| Orion Capital Management LLC | 12,000 | $120.0K | 0.07% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 13,579 | $136.0K | 0.12% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,100 | $141.0K | 0.00% | +3,460+32.5% | Added |
| Running Point Capital Advisors, LLC | 15,000 | $151.0K | 0.09% | +15,000 | New |
| Atria Wealth Solutions, Inc. | 15,000 | $151.0K | 0.00% | +15,000 | New |
| Steel Peak Wealth Management LLC | 17,244 | $173.0K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 19,521 | $196.0K | 0.02% | +19,521 | New |
| Commonwealth Equity Services, LLC | 19,988 | $200.0K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 20,000 | $201.0K | 0.06% | +20,000 | New |
| Quantedge Capital Pte Ltd | 24,400 | $245.0K | 0.07% | +24,400 | New |
| MKT Advisors LLC | 27,837 | $256.0K | 0.19% | +25+0.1% | Added |
| Vivaldi Capital Management, LLC | 31,796 | $299.0K | 0.08% | +31,796 | New |
| Kayne Anderson Rudnick Investment Management LLC | 35,000 | $351.0K | 0.00% | 00.0% | Unchanged |
| Newfleet Asset Management, LLC | 35,000 | $351.0K | 8.22% | 00.0% | Unchanged |
| CNH Partners LLC | 38,935 | $391.0K | 0.01% | +38,935 | New |
| LPL Financial LLC | 43,310 | $435.0K | 0.00% | −5,431−11.1% | Reduced |
| Stifel Financial Corp | 67,105 | $674.0K | 0.00% | +32,181+92.1% | Added |
| City of London Investment Management Co Ltd | 67,599 | $677.0K | 0.04% | +12,000+21.6% | Added |
| Strategic Wealth Advisors Group, LLC | 69,270 | $692.0K | 0.03% | +69,270 | New |
| Logan Stone Capital, LLC | 78,689 | $790.0K | 0.57% | +78,689 | New |
| Wolverine Asset Management LLC | 83,393 | $837.0K | 0.01% | +81,039+3,442.6% | Added |
| Bank of America Corp | 87,907 | $883.0K | 0.00% | +25,740+41.4% | Added |
| Royal Bank of Canada | 93,231 | $936.0K | 0.00% | −5,012−5.1% | Reduced |
| Robinson Capital Management, LLC | 96,800 | $969.0K | 0.67% | +96,800 | New |
| Matisse Capital | 99,000 | $994.0K | 0.91% | +99,000 | New |
| Snowden Capital Advisors LLC | 119,315 | $1.20M | 0.05% | +116,640+4,360.4% | Added |
| Fiera Capital Corp | 122,035 | $1.23M | 0.00% | +79,805+189.0% | Added |
| Dakota Wealth Management | 124,927 | $1.25M | 0.10% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 133,991 | $1.34M | 0.04% | +8,120+6.5% | Added |
| 1607 Capital Partners, LLC | 158,774 | $1.59M | 0.09% | 00.0% | Unchanged |
| UBS Group AG | 169,053 | $1.70M | 0.00% | +3,644+2.2% | Added |
| Magnolia Capital Advisors LLC | 216,257 | $2.17M | 0.85% | +216,257 | New |
| Hennion & Walsh Asset Management, Inc. | 300,110 | $3.01M | 0.16% | +3,050+1.0% | Added |
| Morgan Stanley | 306,652 | $3.08M | 0.00% | +17,283+6.0% | Added |
| Wells Fargo & Company | 329,895 | $3.31M | 0.00% | −120,844−26.8% | Reduced |
| Regatta Capital Group, LLC | 341,899 | $3.43M | 1.18% | −13,959−3.9% | Reduced |
| Guggenheim Capital LLC | 507,131 | $5.09M | 0.03% | −101,064−16.6% | Reduced |
| Karpus Management, Inc. | 613,157 | $6.16M | 0.19% | +108,225+21.4% | Added |
| Rivernorth Capital Management, LLC | 732,806 | $7.36M | 0.28% | +12,008+1.7% | Added |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −233,112−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −21,398−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −18,934−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −16,404−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −12,027−100.0% | Sold out |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −11,201−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| AlphaCentric Advisors LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |