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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
Q3 		$40.2K Hold
4,750
– – 0.02% 306
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

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Byrne Asset Management's EVV Position: Q3 2026 in Review

Byrne Asset Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q3 2026 at 4,750 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #306.

Byrne Asset Management first reported a position in EVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $134K in Q4 2021. 12 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

  • Byrne Asset Management held 4,750 shares of Eaton Vance Limited Duration Income Fund worth $40.2K as of Q3 2026.
  • Byrne Asset Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Limited Duration Income Fund made up 0.02% of Byrne Asset Management's portfolio in Q3 2026, its #306 holding.
  • Byrne Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $134K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.