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, Q2 2024
Institutional positions in Eaton Vance California Municipal Bond Fund as of Jun 30, 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
- 50
- −1 vs. Q1 2024
- Shares held
- 11.6M
- −163.7K (−1.4%) vs. Q1 2024
- Total value
- $110.4M
- −$828.0K (−0.7%) vs. Q1 2024
- New holders
- 2
- 16 more added
- Sold out
- 3
- 18 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Scarborough Advisors, LLC | 5 | $48 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 537 | $5.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,438 | $13.7K | 0.00% | +17+1.2% | Added |
| Blue Bell Private Wealth Management, LLC | 1,637 | $15.6K | 0.00% | −2,353−59.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,301 | $21.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,770 | $26.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,800 | $26.6K | 0.00% | −2,000−41.7% | Reduced |
| Tortoise Investment Management, LLC | 4,500 | $42.8K | 0.00% | −2,500−35.7% | Reduced |
| Madrona Financial Services, LLC | 10,181 | $96.8K | 0.03% | +124+1.2% | Added |
| Alethea Capital Management, LLC | 10,658 | $101.4K | 0.08% | 00.0% | Unchanged |
| MKT Advisors LLC | 12,091 | $116.4K | 0.06% | +41+0.3% | Added |
| Concorde Asset Management, LLC | 13,000 | $123.6K | 0.08% | +2,500+23.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,052 | $143.1K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 17,706 | $168.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,293 | $174.0K | 0.00% | +1,866+11.4% | Added |
| Royal Bank of Canada | 19,530 | $186.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 20,000 | $190.2K | 0.13% | +10,000+100.0% | Added |
| Sanctuary Advisors, LLC | 24,498 | $228.1K | 0.00% | +24,498 | New |
| Ameriprise Financial Inc | 24,888 | $236.7K | 0.00% | +104+0.4% | Added |
| Quarry LP | 26,135 | $248.5K | 0.10% | 00.0% | Unchanged |
| Stifel Financial Corp | 33,294 | $316.6K | 0.00% | −7,303−18.0% | Reduced |
| Melfa Wealth Management, LLC | 42,446 | $403.7K | 0.28% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 42,899 | $408.0K | 0.06% | 00.0% | Unchanged |
| Bank of America Corp | 45,056 | $428.5K | 0.00% | −51,612−53.4% | Reduced |
| Robinson Capital Management, LLC | 47,321 | $451.9K | 0.16% | −115,651−71.0% | Reduced |
| Baird Financial Group, Inc. | 47,933 | $455.8K | 0.00% | −3,413−6.6% | Reduced |
| Evoke Wealth, LLC | 49,500 | $470.7K | 0.69% | −4,860−8.9% | Reduced |
| Perennial Investment Advisors, LLC | 50,650 | $481.7K | 0.07% | +27,825+121.9% | Added |
| Regatta Capital Group, LLC | 54,163 | $515.1K | 0.11% | −1,275−2.3% | Reduced |
| Vivaldi Capital Management, LLC | 55,952 | $532.1K | 0.15% | +160.0% | Added |
| Rareview Capital LLC | 56,887 | $541.0K | 0.52% | −556−1.0% | Reduced |
| CNH Partners LLC | 76,297 | $725.6K | 0.02% | −45,521−37.4% | Reduced |
| Fort Point Capital Partners LLC | 85,346 | $811.6K | 0.10% | +8,694+11.3% | Added |
| Campbell Capital Management Inc | 87,176 | $829.0K | 0.36% | +87,176 | New |
| UBS Group AG | 92,961 | $884.1K | 0.00% | +13,552+17.1% | Added |
| Myecfo, LLC | 127,940 | $1.22M | 0.70% | +1,130+0.9% | Added |
| LPL Financial LLC | 146,639 | $1.39M | 0.00% | −1,002−0.7% | Reduced |
| Wells Fargo & Company | 147,404 | $1.40M | 0.00% | +294+0.2% | Added |
| 1607 Capital Partners, LLC | 175,514 | $1.67M | 0.15% | 00.0% | Unchanged |
| Almitas Capital LLC | 183,109 | $1.74M | 0.72% | −143,231−43.9% | Reduced |
| City of London Investment Management Co Ltd | 195,514 | $1.86M | 0.16% | −43,601−18.2% | Reduced |
| Morgan Stanley | 222,093 | $2.11M | 0.00% | +28,282+14.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 335,255 | $3.19M | 0.16% | −45,356−11.9% | Reduced |
| Logan Stone Capital, LLC | 349,673 | $3.33M | 0.86% | −85,061−19.6% | Reduced |
| Advisors Asset Management, Inc. | 448,206 | $4.26M | 0.08% | −129,175−22.4% | Reduced |
| Deutsche Bank AG | 558,792 | $5.31M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 572,628 | $5.45M | 0.04% | −6,981−1.2% | Reduced |
| Rivernorth Capital Management, LLC | 879,300 | $8.36M | 0.39% | +225,385+34.5% | Added |
| Sit Investment Associates Inc | 3,058,410 | $29.1M | 0.67% | +169,468+5.9% | Added |
| Saba Capital Management, L.P. | 3,114,325 | $29.6M | 0.65% | 00.0% | Unchanged |
| Napa Wealth Management | 0 | $0 | 0.00% | −43,102−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,165−100.0% | Sold out |