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 2024
Institutional positions in Eaton Vance California Municipal Bond Fund as of Dec 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
- 54
- +2 vs. Q3 2024
- Shares held
- 11.5M
- +293.4K (+2.6%) vs. Q3 2024
- Total value
- $105.7M
- −$2.63M (−2.4%) vs. Q3 2024
- New holders
- 10
- 19 more added
- Sold out
- 8
- 11 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 360 | $3.30K | 0.00% | +360 | New |
| Albion Financial Group | 537 | $4.92K | 0.00% | 00.0% | Unchanged |
| CF Capital LLC | 1,000 | $9.17K | 0.01% | +1,000 | New |
| Rothschild Investment LLC | 1,476 | $13.5K | 0.00% | +20+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,301 | $21.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,770 | $25.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8,637 | $79.2K | 0.02% | +7,400+598.2% | Added |
| Nomura Holdings Inc | 10,000 | $91.7K | 0.00% | +10,000 | New |
| One Capital Management, LLC | 10,318 | $94.6K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,333 | $94.8K | 0.00% | +10,333 | New |
| Madrona Financial Services, LLC | 10,454 | $95.9K | 0.03% | +139+1.3% | Added |
| Von Berge Wealth Management Group, LLC | 10,352 | $97.6K | 0.06% | +10,352 | New |
| Alethea Capital Management, LLC | 10,658 | $97.7K | 0.08% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,679 | $97.9K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 12,105 | $112.7K | 0.05% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 12,891 | $120.7K | 0.03% | +12,891 | New |
| HighTower Advisors, LLC | 15,000 | $137.6K | 0.00% | +15,000 | New |
| Wealth Enhancement Advisory Services, LLC | 15,152 | $138.9K | 0.00% | +100+0.7% | Added |
| Regatta Capital Group, LLC | 16,070 | $147.4K | 0.03% | −6,171−27.7% | Reduced |
| Readystate Asset Management LP | 17,433 | $159.9K | 0.01% | +17,433 | New |
| Royal Bank of Canada | 17,798 | $163.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 20,000 | $183.4K | 0.20% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,620 | $198.3K | 0.00% | +3,293+18.0% | Added |
| Stifel Financial Corp | 31,770 | $291.3K | 0.00% | +2,060+6.9% | Added |
| Bank of America Corp | 32,440 | $297.5K | 0.00% | −18,596−36.4% | Reduced |
| Quarry LP | 40,657 | $372.8K | 0.07% | +27,600+211.4% | Added |
| Melfa Wealth Management, LLC | 42,446 | $389.2K | 0.26% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 44,589 | $421.4K | 0.06% | +26+0.1% | Added |
| Wolverine Asset Management LLC | 49,952 | $458.1K | 0.01% | +24,374+95.3% | Added |
| Sanctuary Advisors, LLC | 49,743 | $469.1K | 0.00% | +21,500+76.1% | Added |
| Evoke Wealth, LLC | 53,360 | $489.3K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 55,478 | $508.7K | 0.00% | +8,092+17.1% | Added |
| Rareview Capital LLC | 56,756 | $547.7K | 0.40% | −131−0.2% | Reduced |
| Ameriprise Financial Inc | 60,674 | $556.4K | 0.00% | −2,486−3.9% | Reduced |
| Raymond James Financial Inc | 66,894 | $613.4K | 0.00% | +66,894 | New |
| Cypress Wealth Services, LLC | 70,742 | $648.7K | 0.13% | +45,542+180.7% | Added |
| Perennial Investment Advisors, LLC | 72,600 | $665.7K | 0.08% | +6,725+10.2% | Added |
| 1607 Capital Partners, LLC | 78,950 | $724.0K | 0.06% | −68,564−46.5% | Reduced |
| Campbell Capital Management Inc | 87,176 | $799.4K | 0.31% | 00.0% | Unchanged |
| UBS Group AG | 95,096 | $872.0K | 0.00% | +5,067+5.6% | Added |
| Logan Stone Capital, LLC | 97,143 | $890.8K | 0.30% | −203,274−67.7% | Reduced |
| Absolute Investment Advisers LLC | 104,332 | $956.7K | 0.12% | +82,900+386.8% | Added |
| LPL Financial LLC | 116,331 | $1.07M | 0.00% | −44,684−27.8% | Reduced |
| Myecfo, LLC | 119,340 | $1.09M | 0.59% | −5,200−4.2% | Reduced |
| Wells Fargo & Company | 161,143 | $1.48M | 0.00% | +6,586+4.3% | Added |
| City of London Investment Management Co Ltd | 205,679 | $1.89M | 0.19% | 00.0% | Unchanged |
| Morgan Stanley | 253,773 | $2.33M | 0.00% | +36,932+17.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 270,842 | $2.48M | 0.11% | −34,478−11.3% | Reduced |
| Icon Advisers Inc | 324,891 | $2.98M | 0.67% | +324,891 | New |
| Advisors Asset Management, Inc. | 436,339 | $4.00M | 0.07% | −4,387−1.0% | Reduced |
| Guggenheim Capital LLC | 513,478 | $4.71M | 0.04% | −32,443−5.9% | Reduced |
| Deutsche Bank AG | 558,792 | $5.12M | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 3,291,998 | $30.2M | 0.69% | +233,588+7.6% | Added |
| Saba Capital Management, L.P. | 3,838,652 | $35.2M | 0.89% | +724,327+23.3% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −806,138−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −65,168−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −42,853−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −36,821−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −28,849−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |