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 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 $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Garden State Investment Advisory Services's EVV Position: Q1 2026 in Review

Garden State Investment Advisory Services opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026: 10,489 shares worth $99.1K. The stake represents 0.02% of the portfolio and ranks #312 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in EVV as recently as Q3 2025.

Garden State Investment Advisory Services first reported a position in EVV in Q1 2023 and has held it in 12 quarters since. The position peaked at $178K in Q3 2024. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Garden State Investment Advisory Services held 10,489 shares of Eaton Vance Limited Duration Income Fund worth $99.1K as of Q1 2026.
Eaton Vance Limited Duration Income Fund was a new Garden State Investment Advisory Services position in Q1 2026.
Eaton Vance Limited Duration Income Fund made up 0.02% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #312 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 12 quarters since.
Garden State Investment Advisory Services's Eaton Vance Limited Duration Income Fund position peaked at $178K in Q3 2024.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.