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 2023
Institutional positions in Eaton Vance California Municipal Bond Fund as of Sep 30, 2023. 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
- 0 vs. Q2 2023
- Shares held
- 9.85M
- +1.23M (+14.3%) vs. Q2 2023
- Total value
- $80.0M
- +$3.27M (+4.3%) vs. Q2 2023
- New holders
- 2
- 20 more added
- Sold out
- 2
- 14 more reduced
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 537 | $4.36K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,852 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,770 | $22.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,651 | $29.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,946 | $48.3K | 0.00% | +5,379+948.7% | Added |
| Advisor Group Holdings, Inc. | 9,100 | $73.9K | 0.00% | +1,486+19.5% | Added |
| Concorde Asset Management, LLC | 10,000 | $81.2K | 0.07% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 10,658 | $86.5K | 0.11% | −2,471−18.8% | Reduced |
| Tortoise Investment Management, LLC | 12,000 | $97.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,683 | $111.1K | 0.00% | −1,374−9.1% | Reduced |
| Envestnet Asset Management Inc | 14,960 | $121.5K | 0.00% | +14,960 | New |
| Wealth Enhancement Advisory Services, LLC | 15,052 | $122.2K | 0.00% | +15,052 | New |
| Steel Peak Wealth Management LLC | 17,194 | $139.6K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 17,706 | $143.8K | 0.00% | +7,706+77.1% | Added |
| Matisse Capital | 18,170 | $147.5K | 0.10% | 00.0% | Unchanged |
| Diligent Investors, LLC | 20,000 | $162.4K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 27,811 | $226.1K | 0.17% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 29,605 | $240.4K | 0.26% | +151+0.5% | Added |
| Bank of Montreal | 25,254 | $252.5K | 0.00% | +1,372+5.7% | Added |
| Royal Bank of Canada | 31,747 | $258.0K | 0.00% | −5,416−14.6% | Reduced |
| Fort Point Capital Partners LLC | 35,710 | $290.0K | 0.05% | +16,004+81.2% | Added |
| Baird Financial Group, Inc. | 37,601 | $305.3K | 0.00% | −63−0.2% | Reduced |
| Vivaldi Capital Management, LLC | 64,996 | $527.8K | 0.17% | −744−1.1% | Reduced |
| Dakota Wealth Management | 65,761 | $534.0K | 0.02% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 68,286 | $554.5K | 0.18% | −23,644−25.7% | Reduced |
| LPL Financial LLC | 98,252 | $797.8K | 0.00% | −2,692−2.7% | Reduced |
| Ameriprise Financial Inc | 101,222 | $821.9K | 0.00% | +33,026+48.4% | Added |
| Evoke Wealth, LLC | 102,360 | $831.2K | 0.03% | −5,100−4.7% | Reduced |
| Stifel Financial Corp | 106,212 | $862.4K | 0.00% | −19,289−15.4% | Reduced |
| Bank of America Corp | 108,677 | $882.5K | 0.00% | +27,746+34.3% | Added |
| Myecfo, LLC | 131,810 | $1.07M | 0.74% | −14,700−10.0% | Reduced |
| UBS Group AG | 136,816 | $1.11M | 0.00% | −39,731−22.5% | Reduced |
| Robinson Capital Management, LLC | 143,335 | $1.17M | 0.52% | +1,700+1.2% | Added |
| Wells Fargo & Company | 163,200 | $1.33M | 0.00% | +2,290+1.4% | Added |
| Deutsche Bank AG | 175,000 | $1.42M | 0.00% | +130,530+293.5% | Added |
| 1607 Capital Partners, LLC | 197,854 | $1.61M | 0.12% | 00.0% | Unchanged |
| CNH Partners LLC | 199,860 | $1.62M | 0.07% | +37,030+22.7% | Added |
| Karpus Management, Inc. | 200,117 | $1.62M | 0.05% | −117,766−37.0% | Reduced |
| City of London Investment Management Co Ltd | 222,381 | $1.81M | 0.16% | 00.0% | Unchanged |
| Morgan Stanley | 330,122 | $2.68M | 0.00% | −44,061−11.8% | Reduced |
| Almitas Capital LLC | 407,541 | $3.31M | 1.58% | +47,015+13.0% | Added |
| Fiera Capital Corp | 407,630 | $3.31M | 0.01% | +7,224+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 409,153 | $3.32M | 0.21% | −23,750−5.5% | Reduced |
| Guggenheim Capital LLC | 415,876 | $3.38M | 0.03% | +33,982+8.9% | Added |
| Rivernorth Capital Management, LLC | 464,494 | $3.77M | 0.20% | +405,813+691.6% | Added |
| Logan Stone Capital, LLC | 464,527 | $3.77M | 1.03% | +72,788+18.6% | Added |
| Advisors Asset Management, Inc. | 504,183 | $4.09M | 0.09% | +20,144+4.2% | Added |
| Sit Investment Associates Inc | 1,326,085 | $10.8M | 0.30% | +664,399+100.4% | Added |
| Saba Capital Management, L.P. | 2,472,864 | $20.1M | 0.64% | +81,299+3.4% | Added |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −84,027−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,428−100.0% | Sold out |