HRT Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

HRT Financial’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	$212K	Buy	+22,693	New	+$212K	﹤0.01%	3361
2026 Q1	–	Sell	-30,108	Closed	-$298K	–	4058
2025 Q4	$298K	Buy	+30,108	New	+$302K	﹤0.01%	2386
2025 Q2	–	Sell	-14,966	Closed	-$149K	–	2888
2025 Q1	$149K	Sell	14,966 -5,119	-25%	-$51.8K	﹤0.01%	2087
2024 Q4	$196K	Buy	+20,085	New	+$205K	﹤0.01%	1943
2024 Q3	–	Sell	-14,955	Closed	-$145K	–	2629
2024 Q2	$145K	Buy	+14,955	New	+$145K	﹤0.01%	1713
2023 Q2	–	Sell	-48,943	Closed	-$482K	–	2682
2023 Q1	$482K	Buy	+48,943	New	+$492K	0.01%	1417
2021 Q4	–	Sell	-24,235	Closed	-$319K	–	3422
2021 Q3	$319K	Buy	+24,235	New	+$322K	﹤0.01%	2361
2020 Q3	–	Sell	-31,263	Closed	-$352K	–	2021
2020 Q2	$352K	Buy	+31,263	New	+$341K	0.01%	919

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

HRT Financial's EVV Position: Q2 2026 in Review

HRT Financial opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 22,693 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #3361 among its holdings. This is a return to the name: HRT Financial previously reported a position in EVV as recently as Q4 2025.

HRT Financial first reported a position in EVV in Q2 2020 and has held it in 8 quarters since. The position peaked at $482K in Q1 2023. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

HRT Financial held 22,693 shares of Eaton Vance Limited Duration Income Fund worth $212K as of Q2 2026.
Eaton Vance Limited Duration Income Fund was a new HRT Financial position in Q2 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3361 holding.
HRT Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2020 and has held it in 8 quarters since.
HRT Financial's Eaton Vance Limited Duration Income Fund position peaked at $482K in Q1 2023.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.