Iams Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Iams Wealth 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	$187K	Hold	20,000	–	–	0.06%	188
2026 Q1	$189K	Hold	20,000	–	–	0.07%	185
2025 Q4	$198K	Hold	20,000	–	–	0.07%	186
2025 Q3	$203K	Hold	20,000	–	–	0.08%	180
2025 Q2	$205K	Hold	20,000	–	–	0.09%	162
2025 Q1	$200K	Hold	20,000	–	–	0.09%	156
2024 Q4	$195K	Hold	20,000	–	–	0.09%	161
2024 Q3	$210K	Hold	20,000	–	–	0.1%	142
2024 Q2	$195K	Buy	+20,000	New	+$193K	0.11%	136

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

Iams Wealth Management's EVV Position: Q2 2026 in Review

Iams Wealth Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 20,000 shares worth $187K. The position accounts for 0.06% of the portfolio, ranked #188.

Iams Wealth Management first reported a position in EVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $210K in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Iams Wealth Management held 20,000 shares of Eaton Vance Limited Duration Income Fund worth $187K as of Q2 2026.
Iams Wealth Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
Eaton Vance Limited Duration Income Fund made up 0.06% of Iams Wealth Management's portfolio in Q2 2026, its #188 holding.
Iams Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2024 and has held it in 9 quarters since.
Iams Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $210K in Q3 2024.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.