Garden State Investment Advisory Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Garden State Investment Advisory Services’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	$121K	Buy	12,875 +2,386	+23%	+$22.3K	0.02%	340
2026 Q1	$99.1K	Buy	+10,489	New	+$102K	0.02%	312
2025 Q4	–	Sell	-12,944	Closed	-$131K	–	332
2025 Q3	$131K	Sell	12,944 -499	-4%	-$5.09K	0.03%	291
2025 Q2	$138K	Buy	13,443 +8	+0.1%	+$79	0.03%	287
2025 Q1	$134K	Sell	13,435 -2,619	-16%	-$26.5K	0.04%	245
2024 Q4	$157K	Sell	16,054 -924	-5%	-$9.44K	0.05%	244
2024 Q3	$178K	Buy	16,978 +777	+5%	+$7.81K	0.06%	220
2024 Q2	$158K	Buy	16,201 +75	+0.5%	+$725	0.05%	219
2024 Q1	$156K	Buy	16,126 +72	+0.4%	+$704	0.06%	208
2023 Q4	$154K	Buy	16,054 +1,073	+7%	+$9.78K	0.06%	206
2023 Q3	$135K	Buy	14,981 +2,322	+18%	+$21.6K	0.06%	186
2023 Q2	$118K	Buy	12,659 +2,022	+19%	+$18.8K	0.05%	210
2023 Q1	$105K	Buy	+10,637	New	+$107K	0.05%	198

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Garden State Investment Advisory Services's EVV Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 23% in Q2 2026, buying an estimated $22.3K and bringing the position to 12,875 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #340.

Garden State Investment Advisory Services first reported a position in EVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $178K in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Garden State Investment Advisory Services held 12,875 shares of Eaton Vance Limited Duration Income Fund worth $121K as of Q2 2026.
Garden State Investment Advisory Services bought 2,386 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $22.3K.
Eaton Vance Limited Duration Income Fund made up 0.02% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #340 holding.
Garden State Investment Advisory Services first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2023 and has held it in 13 quarters since.
Garden State Investment Advisory Services's Eaton Vance Limited Duration Income Fund position peaked at $178K in Q3 2024.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.