Baird Financial Group
EVV

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

Baird Financial Group’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.12M Buy
226,485
+23,411
+12% +$219K ﹤0.01% 1086
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

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group's EVV Position: Q2 2026 in Review

Baird Financial Group increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 12% in Q2 2026, buying an estimated $219K and bringing the position to 226,485 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Baird Financial Group first reported a position in EVV in Q4 2019 and has held it in 16 quarters since. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Baird Financial Group held 226,485 shares of Eaton Vance Limited Duration Income Fund worth $2.12M as of Q2 2026.
  • Baird Financial Group bought 23,411 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $219K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1086 holding.
  • Baird Financial Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2019 and has held it in 16 quarters since.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.