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 2023
Institutional positions in Eaton Vance California Municipal Bond Fund as of Dec 31, 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
- 51
- +2 vs. Q3 2023
- Shares held
- 11.5M
- +1.60M (+16.2%) vs. Q3 2023
- Total value
- $104.8M
- +$24.8M (+30.9%) vs. Q3 2023
- New holders
- 9
- 21 more added
- Sold out
- 7
- 12 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Scarborough Advisors, LLC | 5 | $45 | 0.00% | +5 | New |
| JPMorgan Chase & Co | 212 | $1.94K | 0.00% | −5,734−96.4% | Reduced |
| Albion Financial Group | 537 | $4.91K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,404 | $12.8K | 0.00% | +1,404 | New |
| Steward Partners Investment Advisory, LLC | 2,301 | $21.1K | 0.00% | −1,350−37.0% | Reduced |
| Truvestments Capital LLC | 2,500 | $22.9K | 0.01% | +2,500 | New |
| Hollencrest Capital Management | 2,770 | $25.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,931 | $45.1K | 0.01% | +4,931 | New |
| Advisor Group Holdings, Inc. | 6,368 | $58.3K | 0.00% | −2,732−30.0% | Reduced |
| Concorde Asset Management, LLC | 10,500 | $96.1K | 0.07% | +500+5.0% | Added |
| Alethea Capital Management, LLC | 10,658 | $97.5K | 0.11% | 00.0% | Unchanged |
| Clough Capital Partners L P | 11,000 | $100.7K | 0.01% | +11,000 | New |
| Quarry LP | 11,000 | $100.7K | 0.05% | +11,000 | New |
| Tortoise Investment Management, LLC | 12,000 | $109.8K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 12,009 | $111.4K | 0.07% | −15,802−56.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,052 | $137.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 17,669 | $161.7K | 0.00% | +2,709+18.1% | Added |
| Raymond James & Associates | 17,706 | $162.0K | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 18,170 | $166.3K | 0.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,997 | $174.0K | 0.00% | −12,750−40.2% | Reduced |
| Diligent Investors, LLC | 20,000 | $183.0K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,066 | $247.7K | 0.00% | +13,383+97.8% | Added |
| Melfa Wealth Management, LLC | 42,259 | $386.7K | 0.36% | +12,654+42.7% | Added |
| Napa Wealth Management | 43,102 | $394.4K | 0.21% | +43,102 | New |
| Landscape Capital Management, L.L.C. | 45,110 | $412.8K | 0.04% | +45,110 | New |
| Stifel Financial Corp | 45,463 | $416.0K | 0.00% | −60,749−57.2% | Reduced |
| Baird Financial Group, Inc. | 46,974 | $429.8K | 0.00% | +9,373+24.9% | Added |
| Fort Point Capital Partners LLC | 49,584 | $453.7K | 0.07% | +13,874+38.9% | Added |
| Regatta Capital Group, LLC | 56,775 | $519.5K | 0.14% | −11,511−16.9% | Reduced |
| Vivaldi Capital Management, LLC | 55,913 | $523.3K | 0.16% | −9,083−14.0% | Reduced |
| Rareview Capital LLC | 57,403 | $525.2K | 0.48% | +57,403 | New |
| UBS Group AG | 93,106 | $851.9K | 0.00% | −43,710−31.9% | Reduced |
| LPL Financial LLC | 99,666 | $911.9K | 0.00% | +1,414+1.4% | Added |
| Ameriprise Financial Inc | 110,694 | $1.01M | 0.00% | +9,472+9.4% | Added |
| Bank of America Corp | 117,788 | $1.08M | 0.00% | +9,111+8.4% | Added |
| Myecfo, LLC | 127,210 | $1.16M | 0.73% | −4,600−3.5% | Reduced |
| Robinson Capital Management, LLC | 162,972 | $1.49M | 0.53% | +19,637+13.7% | Added |
| CNH Partners LLC | 171,171 | $1.57M | 0.06% | −28,689−14.4% | Reduced |
| Morgan Stanley | 185,407 | $1.70M | 0.00% | −144,715−43.8% | Reduced |
| Wells Fargo & Company | 186,911 | $1.71M | 0.00% | +23,711+14.5% | Added |
| 1607 Capital Partners, LLC | 197,854 | $1.81M | 0.13% | 00.0% | Unchanged |
| Deutsche Bank AG | 233,792 | $2.14M | 0.00% | +58,792+33.6% | Added |
| City of London Investment Management Co Ltd | 270,825 | $2.48M | 0.20% | +48,444+21.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 410,165 | $3.75M | 0.22% | +1,012+0.2% | Added |
| Almitas Capital LLC | 477,953 | $4.37M | 1.51% | +70,412+17.3% | Added |
| Logan Stone Capital, LLC | 517,011 | $4.73M | 0.96% | +52,484+11.3% | Added |
| Advisors Asset Management, Inc. | 518,546 | $4.74M | 0.10% | +14,363+2.8% | Added |
| Guggenheim Capital LLC | 529,849 | $4.85M | 0.04% | +113,973+27.4% | Added |
| Rivernorth Capital Management, LLC | 607,399 | $5.56M | 0.27% | +142,905+30.8% | Added |
| Sit Investment Associates Inc | 2,652,076 | $24.3M | 0.59% | +1,325,991+100.0% | Added |
| Saba Capital Management, L.P. | 3,114,325 | $28.5M | 0.70% | +641,461+25.9% | Added |
| Fiera Capital Corp | 0 | $0 | 0.00% | −407,630−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −200,117−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −102,360−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −65,761−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −25,254−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −17,194−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |