Global Retirement Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Global Retirement Partners’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	$54K	Buy	+5,758	New	+$53.9K	﹤0.01%	2470
2025 Q4	$67.2K	Hold	6,783	–	–	﹤0.01%	2164
2025 Q3	$68.8K	Hold	6,783	–	–	﹤0.01%	1719
2025 Q2	$69.6K	Buy	+6,783	New	+$67.1K	﹤0.01%	1600
2024 Q4	$1.08K	Hold	111	–	–	﹤0.01%	3258
2024 Q3	$1.17K	Hold	111	–	–	﹤0.01%	3102
2024 Q2	$1.08K	Sell	111 -455	-80%	-$4.4K	﹤0.01%	3142
2024 Q1	$5.52K	Buy	566 +5	+0.9%	+$49	﹤0.01%	2355
2023 Q4	$5.34K	Buy	561 +450	+405%	+$4.1K	﹤0.01%	2297
2023 Q3	$998	Hold	111	–	–	﹤0.01%	2771
2023 Q2	$1.04K	Hold	111	–	–	﹤0.01%	2774
2023 Q1	$1.04K	Sell	111 -2,045	-95%	-$20.5K	﹤0.01%	2721
2022 Q4	$20.2K	Hold	2,156	–	–	﹤0.01%	1477
2022 Q3	$20K	Hold	2,156	–	–	﹤0.01%	1389
2022 Q2	$22K	Hold	2,156	–	–	﹤0.01%	1315
2022 Q1	$22K	Buy	+2,156	New	+$26K	﹤0.01%	1318
2021 Q4	–	Sell	-2,156	Closed	-$28K	–	690
2021 Q3	$28K	Hold	2,156	–	–	﹤0.01%	1083
2021 Q2	$29K	Hold	2,156	–	–	﹤0.01%	1063
2021 Q1	$27K	Hold	2,156	–	–	﹤0.01%	1005
2020 Q4	$27K	Buy	+2,156	New	+$26K	﹤0.01%	940

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

Global Retirement Partners's EVV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 5,758 shares worth $54K. The stake represents ﹤0.01% of the portfolio and ranks #2470 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EVV as recently as Q4 2025.

Global Retirement Partners first reported a position in EVV in Q4 2020 and has held it in 20 quarters since. The position peaked at $69.6K in Q2 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Global Retirement Partners held 5,758 shares of Eaton Vance Limited Duration Income Fund worth $54K as of Q2 2026.
Eaton Vance Limited Duration Income Fund was a new Global Retirement Partners position in Q2 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2470 holding.
Global Retirement Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and has held it in 20 quarters since.
Global Retirement Partners's Eaton Vance Limited Duration Income Fund position peaked at $69.6K in Q2 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.