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 2025
Institutional positions in Eaton Vance California Municipal Bond Fund as of Jun 30, 2025. 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
- +2 vs. Q1 2025
- Shares held
- 12.2M
- +582.4K (+5.0%) vs. Q1 2025
- Total value
- $108.9M
- +$1.13M (+1.0%) vs. Q1 2025
- New holders
- 5
- 15 more added
- Sold out
- 3
- 16 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 360 | $3.21K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,400 | $12.5K | 0.00% | −5,059−78.3% | Reduced |
| Rothschild Investment LLC | 1,516 | $13.5K | 0.00% | +21+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,301 | $20.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,770 | $24.7K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 10,318 | $92.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,333 | $92.2K | 0.00% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 10,658 | $95.1K | 0.07% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,679 | $95.3K | 0.00% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 10,745 | $95.8K | 0.02% | +151+1.4% | Added |
| MKT Advisors LLC | 11,605 | $103.2K | 0.04% | −500−4.1% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 11,755 | $104.9K | 0.07% | +11,755 | New |
| Wedbush Securities Inc | 12,125 | $108.0K | 0.00% | +12,125 | New |
| Bridgewealth Advisory Group, LLC | 13,149 | $117.3K | 0.03% | +13,149 | New |
| Susquehanna International Group, LLP | 13,296 | $118.6K | 0.00% | +13,296 | New |
| Wealth Enhancement Advisory Services, LLC | 15,152 | $136.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,520 | $156.3K | 0.00% | +17,520 | New |
| HighTower Advisors, LLC | 18,951 | $169.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 20,000 | $178.4K | 0.18% | 00.0% | Unchanged |
| Royal Bank of Canada | 20,198 | $180.0K | 0.00% | −300−1.5% | Reduced |
| Bluefin Capital Management, LLC | 25,231 | $225.1K | 0.17% | −74,031−74.6% | Reduced |
| Sanctuary Advisors, LLC | 26,511 | $236.5K | 0.00% | +8,381+46.2% | Added |
| Bank of America Corp | 30,868 | $275.3K | 0.00% | −7,472−19.5% | Reduced |
| Stifel Financial Corp | 31,005 | $276.6K | 0.00% | +2,390+8.4% | Added |
| Deutsche Bank AG | 33,792 | $301.4K | 0.00% | −169,612−83.4% | Reduced |
| Quarry LP | 40,657 | $362.7K | 0.08% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 42,446 | $378.6K | 0.24% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 44,644 | $398.2K | 0.06% | +28+0.1% | Added |
| Rareview Capital LLC | 51,218 | $456.9K | 0.29% | −4,285−7.7% | Reduced |
| Envestnet Asset Management Inc | 52,432 | $467.7K | 0.00% | +15,542+42.1% | Added |
| Baird Financial Group, Inc. | 55,079 | $491.3K | 0.00% | −321−0.6% | Reduced |
| Evoke Wealth, LLC | 59,160 | $527.7K | 0.01% | +5,800+10.9% | Added |
| Campbell Capital Management Inc | 61,169 | $545.6K | 0.21% | −26,007−29.8% | Reduced |
| Ameriprise Financial Inc | 61,323 | $547.0K | 0.00% | +5,856+10.6% | Added |
| Raymond James Financial Inc | 68,788 | $613.6K | 0.00% | −206−0.3% | Reduced |
| 1607 Capital Partners, LLC | 71,153 | $634.7K | 0.05% | −7,797−9.9% | Reduced |
| Perennial Investment Advisors, LLC | 78,950 | $704.2K | 0.07% | +4,250+5.7% | Added |
| UBS Group AG | 94,327 | $841.4K | 0.00% | −6,299−6.3% | Reduced |
| Absolute Investment Advisers LLC | 104,332 | $930.6K | 0.12% | 00.0% | Unchanged |
| Myecfo, LLC | 106,450 | $949.5K | 0.47% | −8,090−7.1% | Reduced |
| City of London Investment Management Co Ltd | 138,683 | $1.24M | 0.11% | −48,996−26.1% | Reduced |
| LPL Financial LLC | 157,175 | $1.40M | 0.00% | +38,544+32.5% | Added |
| Morgan Stanley | 214,226 | $1.91M | 0.00% | −26,892−11.2% | Reduced |
| Wells Fargo & Company | 224,256 | $2.00M | 0.00% | +27,495+14.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 251,926 | $2.25M | 0.09% | +35,935+16.6% | Added |
| Guggenheim Capital LLC | 404,279 | $3.61M | 0.03% | −29,630−6.8% | Reduced |
| Advisors Asset Management, Inc. | 503,557 | $4.49M | 0.08% | +13,163+2.7% | Added |
| Icon Advisers Inc | 533,734 | $4.76M | 1.09% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 3,880,632 | $34.6M | 0.74% | +344,831+9.8% | Added |
| Saba Capital Management, L.P. | 4,544,380 | $40.5M | 1.10% | +520,656+12.9% | Added |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −71,693−100.0% | Sold out |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −10,957−100.0% | Sold out |
| Von Berge Wealth Management Group, LLC | 0 | $0 | 0.00% | −10,352−100.0% | Sold out |