Byrne Asset Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Byrne Asset Management’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	$44.5K	Hold	4,750	–	–	0.02%	301
2026 Q1	$44.9K	Hold	4,750	–	–	0.03%	289
2025 Q4	$47.1K	Hold	4,750	–	–	0.03%	284
2025 Q3	$48.2K	Hold	4,750	–	–	0.03%	244
2025 Q2	$48.7K	Hold	4,750	–	–	0.03%	236
2025 Q1	$47.4K	Hold	4,750	–	–	0.04%	218
2024 Q4	$46.4K	Hold	4,750	–	–	0.03%	205
2024 Q3	$49.9K	Hold	4,750	–	–	0.03%	198
2024 Q2	$45.9K	Hold	4,750	–	–	0.03%	207
2024 Q1	$46.3K	Hold	4,750	–	–	0.03%	207
2023 Q4	$46K	Buy	+4,750	New	+$43.3K	0.04%	197
2023 Q3	–	Sell	-4,750	Closed	-$44.2K	–	198
2023 Q2	$44K	Hold	4,750	–	–	0.03%	252
2023 Q1	$47K	Sell	4,750 -100	-2%	-$1K	0.03%	229
2022 Q4	$45.5K	Buy	4,850 +100	+2%	+$966	0.03%	236
2022 Q3	$44K	Sell	4,750 -5,050	-52%	-$52.9K	0.03%	214
2022 Q2	$101K	Hold	9,800	–	–	0.07%	143
2022 Q1	$115K	Sell	9,800 -400	-4%	-$4.83K	0.07%	147
2021 Q4	$134K	Buy	+10,200	New	+$134K	0.09%	139

Other funds holding EVV

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return