Baird Financial Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.92M	Buy	203,074 +24,914	+14%	+$243K	﹤0.01%	1058
2025 Q4	$1.77M	Buy	178,160 +2,878	+2%	+$28.9K	﹤0.01%	1075
2025 Q3	$1.78M	Buy	175,282 +21,874	+14%	+$223K	﹤0.01%	1091
2025 Q2	$1.57M	Buy	153,408 +4,544	+3%	+$44.9K	﹤0.01%	1077
2025 Q1	$1.49M	Buy	148,864 +1,366	+0.9%	+$13.8K	﹤0.01%	1061
2024 Q4	$1.44M	Buy	147,498 +7,781	+6%	+$79.5K	﹤0.01%	1072
2024 Q3	$1.47M	Buy	139,717 +22,339	+19%	+$225K	﹤0.01%	1053
2024 Q2	$1.14M	Buy	117,378 +24,656	+27%	+$238K	﹤0.01%	1125
2024 Q1	$904K	Buy	92,722 +1,450	+2%	+$14.2K	﹤0.01%	1184
2023 Q4	$874K	Buy	91,272 +27,407	+43%	+$250K	﹤0.01%	1181
2023 Q3	$577K	Buy	+63,865	New	+$594K	﹤0.01%	1285
2022 Q2	–	Sell	-17,975	Closed	-$210K	–	1794
2022 Q1	$210K	Sell	17,975 -3,727	-17%	-$45K	﹤0.01%	1736
2021 Q4	$284K	Buy	21,702 +1,104	+5%	+$14.5K	﹤0.01%	1701
2021 Q3	$271K	Buy	+20,598	New	+$273K	﹤0.01%	1706
2020 Q1	–	Sell	-17,935	Closed	-$238K	–	1463
2019 Q4	$238K	Buy	+17,935	New	+$230K	﹤0.01%	1421