BAM
EVV

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

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

Byrne Asset Management's EVV Position: Q2 2026 in Review

Byrne Asset Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 4,750 shares worth $44.5K. The position accounts for 0.02% of the portfolio, ranked #301.

Byrne Asset Management first reported a position in EVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $134K in Q4 2021. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Byrne Asset Management held 4,750 shares of Eaton Vance Limited Duration Income Fund worth $44.5K as of Q2 2026.
  • Byrne Asset Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up 0.02% of Byrne Asset Management's portfolio in Q2 2026, its #301 holding.
  • Byrne Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 18 quarters since.
  • Byrne Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $134K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.