Clear Creek Financial Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Clear Creek Financial 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	$1.3M	Buy	139,244 +4,699	+3%	+$44K	0.08%	239
2026 Q1	$1.27M	Sell	134,545 -1,361	-1%	-$13.3K	0.1%	219
2025 Q4	$1.35M	Buy	135,906 +4,549	+3%	+$45.6K	0.11%	186
2025 Q3	$1.33M	Sell	131,357 -1,580	-1%	-$16.1K	0.12%	188
2025 Q2	$1.36M	Buy	132,937 +4,348	+3%	+$43K	0.13%	177
2025 Q1	$1.28M	Buy	128,589 +3,567	+3%	+$36.1K	0.13%	158
2024 Q4	$1.22M	Buy	125,022 +6,674	+6%	+$68.2K	0.13%	153
2024 Q3	$1.24M	Buy	118,348 +11,873	+11%	+$119K	0.14%	142
2024 Q2	$1.04M	Buy	106,475 +4,305	+4%	+$41.6K	0.13%	149
2024 Q1	$996K	Sell	102,170 -7,933	-7%	-$77.5K	0.13%	146
2023 Q4	$1.05M	Buy	110,103 +1,624	+1%	+$14.8K	0.17%	108
2023 Q3	$981K	Sell	108,479 -2,405	-2%	-$22.4K	0.17%	102
2023 Q2	$1.04M	Buy	110,884 +1,586	+1%	+$14.7K	0.18%	99
2023 Q1	$1.08M	Buy	109,298 +36,006	+49%	+$362K	0.2%	91
2022 Q4	$688K	Sell	73,292 -4,819	-6%	-$46.6K	0.15%	126
2022 Q3	$719K	Buy	78,111 +2,477	+3%	+$25.9K	0.16%	110
2022 Q2	$781K	Buy	75,634 +16,454	+28%	+$176K	0.16%	115
2022 Q1	$692K	Sell	59,180 -26,892	-31%	-$325K	0.11%	154
2021 Q4	$1.13M	Buy	86,072 +1,225	+1%	+$16.1K	0.17%	114
2021 Q3	$1.12M	Sell	84,847 -178	-0.2%	-$2.36K	0.18%	122
2021 Q2	$1.13M	Buy	+85,025	New	+$1.1M	0.17%	123
2021 Q1	–	Sell	-79,128	Closed	-$991K	–	109
2020 Q4	$991K	Buy	+79,128	New	+$953K	0.19%	120
2020 Q3	–	Sell	-77,856	Closed	-$877K	–	131
2020 Q2	$877K	Buy	77,856 +64,543	+485%	+$703K	0.23%	74
2020 Q1	$140K	Buy	13,313 +126	+1%	+$1.56K	0.05%	159
2019 Q4	$176K	Buy	13,187 +28	+0.2%	+$359	0.07%	133
2019 Q3	$169K	Sell	13,159 -75,269	-85%	-$946K	0.08%	127
2019 Q2	$1.12M	Buy	+88,428	New	+$1.12M	0.48%	35

Other funds holding EVV

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Creek Financial Management's EVV Position: Q2 2026 in Review

Clear Creek Financial Management increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 3.5% in Q2 2026, buying an estimated $44K and bringing the position to 139,244 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #239.

Clear Creek Financial Management first reported a position in EVV in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q2 2025. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Clear Creek Financial Management held 139,244 shares of Eaton Vance Limited Duration Income Fund worth $1.3M as of Q2 2026.
Clear Creek Financial Management bought 4,699 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $44K.
Eaton Vance Limited Duration Income Fund made up 0.08% of Clear Creek Financial Management's portfolio in Q2 2026, its #239 holding.
Clear Creek Financial Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2019 and has held it in 27 quarters since.
Clear Creek Financial Management's Eaton Vance Limited Duration Income Fund position peaked at $1.36M in Q2 2025.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.