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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 2024

Institutional positions in Eaton Vance California Municipal Bond Fund as of Mar 31, 2024. 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
0 vs. Q4 2023
Shares held
11.8M
+324.3K (+2.8%) vs. Q4 2023
Total value
$111.2M
+$6.46M (+6.2%) vs. Q4 2023
New holders
5
16 more added
Sold out
5
18 more reduced

Compare with Q4 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.

Institutional holdersQ1 2024: 51 institutions
Q1 2021: 44 institutionsQ2 2021: 44 institutionsQ3 2021: 43 institutionsQ4 2021: 45 institutionsQ1 2022: 49 institutionsQ2 2022: 51 institutionsQ3 2022: 48 institutionsQ4 2022: 54 institutionsQ1 2023: 45 institutionsQ2 2023: 49 institutionsQ3 2023: 49 institutionsQ4 2023: 51 institutionsQ1 2024: 51 institutionsQ2 2024: 50 institutionsQ3 2024: 53 institutionsQ4 2024: 54 institutionsQ1 2025: 48 institutionsQ2 2025: 50 institutionsQ3 2025: 53 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2024: $111.2M
Q1 2021: $73.6MQ2 2021: $68.5MQ3 2021: $59.9MQ4 2021: $54.8MQ1 2022: $53.8MQ2 2022: $52.1MQ3 2022: $49.4MQ4 2022: $64.8MQ1 2023: $73.3MQ2 2023: $76.8MQ3 2023: $80.0MQ4 2023: $104.8MQ1 2024: $111.2MQ2 2024: $110.4MQ3 2024: $108.5MQ4 2024: $105.7MQ1 2025: $107.8MQ2 2025: $108.9MQ3 2025: $122.7MQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding EVM and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 202553$122.7M
Q2 202550$108.9M
Q1 202548$107.8M
Q4 202454$105.7M
Q3 202453$108.5M
Q2 202450$110.4M
Q1 202451$111.2M
Q4 202351$104.8M
Q3 202349$80.0M
Q2 202349$76.8M
Q1 202345$73.3M
Q4 202254$64.8M
Q3 202248$49.4M
Q2 202251$52.1M
Q1 202249$53.8M
Q4 202145$54.8M
Q3 202143$59.9M
Q2 202144$68.5M
Q1 202144$73.6M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q4 2023.

Institutions holding EVM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Scarborough Advisors, LLC5$470.00%00.0%Unchanged
Albion Financial Group537$5.08K0.00%00.0%Unchanged
Rothschild Investment LLC1,421$13.4K0.00%+17+1.2%Added
Steward Partners Investment Advisory, LLC2,301$21.7K0.00%00.0%Unchanged
Hollencrest Capital Management2,770$26.2K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC3,990$37.7K0.01%−941−19.1%Reduced
Advisor Group Holdings, Inc.4,800$45.4K0.00%−1,568−24.6%Reduced
Tortoise Investment Management, LLC7,000$66.2K0.01%−5,000−41.7%Reduced
Vanguard Capital Wealth Advisors10,000$94.5K0.07%+10,000New
Madrona Financial Services, LLC10,057$95.0K0.03%+10,057New
Landscape Capital Management, L.L.C.10,165$96.1K0.01%−34,945−77.5%Reduced
Concorde Asset Management, LLC10,500$99.2K0.07%00.0%Unchanged
Alethea Capital Management, LLC10,658$100.7K0.08%00.0%Unchanged
MKT Advisors LLC12,050$110.1K0.06%+41+0.3%Added
Wealth Enhancement Advisory Services, LLC15,052$142.2K0.00%00.0%Unchanged
Envestnet Asset Management Inc16,427$155.2K0.00%−1,242−7.0%Reduced
Raymond James & Associates17,706$167.3K0.00%00.0%Unchanged
Royal Bank of Canada19,530$185.0K0.00%+533+2.8%Added
Diligent Investors, LLC20,000$189.0K0.05%00.0%Unchanged
Perennial Investment Advisors, LLC22,825$215.7K0.03%+22,825New
Ameriprise Financial Inc24,784$234.2K0.00%−85,910−77.6%Reduced
Quarry LP26,135$247.0K0.10%+15,135+137.6%Added
Stifel Financial Corp40,597$383.6K0.00%−4,866−10.7%Reduced
Melfa Wealth Management, LLC42,446$401.1K0.29%+187+0.4%Added
Absolute Investment Advisers LLC42,899$405.4K0.06%+42,899New
Napa Wealth Management43,102$407.3K0.21%00.0%Unchanged
Baird Financial Group, Inc.51,346$485.2K0.00%+4,372+9.3%Added
Evoke Wealth, LLC54,360$513.7K0.02%+54,360New
Regatta Capital Group, LLC55,438$523.9K0.12%−1,337−2.4%Reduced
Vivaldi Capital Management, LLC55,936$528.0K0.15%+230.0%Added
Rareview Capital LLC57,443$542.8K0.53%+40+0.1%Added
Fort Point Capital Partners LLC76,652$724.4K0.10%+27,068+54.6%Added
UBS Group AG79,409$750.4K0.00%−13,697−14.7%Reduced
Bank of America Corp96,668$913.5K0.00%−21,120−17.9%Reduced
CNH Partners LLC121,818$1.15M0.04%−49,353−28.8%Reduced
Myecfo, LLC126,810$1.20M0.70%−400−0.3%Reduced
Wells Fargo & Company147,110$1.39M0.00%−39,801−21.3%Reduced
LPL Financial LLC147,641$1.40M0.00%+47,975+48.1%Added
Robinson Capital Management, LLC162,972$1.52M0.55%00.0%Unchanged
1607 Capital Partners, LLC175,514$1.66M0.14%−22,340−11.3%Reduced
Morgan Stanley193,811$1.83M0.00%+8,404+4.5%Added
City of London Investment Management Co Ltd239,115$2.26M0.19%−31,710−11.7%Reduced
Almitas Capital LLC326,340$3.08M1.27%−151,613−31.7%Reduced
Hennion & Walsh Asset Management, Inc.380,611$3.60M0.19%−29,554−7.2%Reduced
Logan Stone Capital, LLC434,734$4.11M0.88%−82,277−15.9%Reduced
Deutsche Bank AG558,792$5.28M0.00%+325,000+139.0%Added
Advisors Asset Management, Inc.577,381$5.46M0.10%+58,835+11.3%Added
Guggenheim Capital LLC579,609$5.48M0.04%+49,760+9.4%Added
Rivernorth Capital Management, LLC653,915$6.18M0.30%+46,516+7.7%Added
Sit Investment Associates Inc2,888,942$27.3M0.63%+236,866+8.9%Added
Saba Capital Management, L.P.3,114,325$29.4M0.65%00.0%Unchanged
Susquehanna International Group, LLP0$00.00%−27,066−100.0%Sold out
Matisse Capital0$00.00%−18,170−100.0%Sold out
Clough Capital Partners L P0$00.00%−11,000−100.0%Sold out
Truvestments Capital LLC0$00.00%−2,500−100.0%Sold out
JPMorgan Chase & Co0$00.00%−212−100.0%Sold out