IA
EVV

IFP Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

IFP Advisors’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 		$54.5K Hold
5,813
– – ﹤0.01% 2347
2026
Q1 		$54.9K Hold
5,813
– – ﹤0.01% 2191
2025
Q4 		$57.6K Hold
5,813
– – ﹤0.01% 2113
2025
Q3 		$59K Sell
5,813
-1
-0% -$10 ﹤0.01% 1993
2025
Q2 		$59.7K Hold
5,814
– – ﹤0.01% 1960
2025
Q1 		$58K Buy
5,814
+2,410
+71% +$24.4K ﹤0.01% 1827
2024
Q4 		$33.3K Sell
3,404
-567
-14% -$5.79K ﹤0.01% 2034
2024
Q3 		$41.7K Buy
3,971
+1,840
+86% +$18.5K ﹤0.01% 1810
2024
Q2 		$20.8K Buy
2,131
+51
+2% +$493 ﹤0.01% 2064
2024
Q1 		$20.3K Buy
2,080
+51
+3% +$498 ﹤0.01% 1963
2023
Q4 		$19.4K Buy
2,029
+50
+3% +$456 ﹤0.01% 1928
2023
Q3 		$17.9K Buy
1,979
+49
+3% +$456 ﹤0.01% 1995
2023
Q2 		$18.1K Buy
1,930
+48
+3% +$446 ﹤0.01% 2057
2023
Q1 		$24.1K Sell
1,882
-145
-7% -$1.46K ﹤0.01% 1934
2022
Q4 		$26K Sell
2,027
-9
-0.4% -$87 ﹤0.01% 2687
2022
Q3 		$31K Buy
2,036
+50
+3% +$523 ﹤0.01% 2742
2022
Q2 		$30K Hold
1,986
– – ﹤0.01% 2524
2022
Q1 		$30K Buy
+1,986
New +$24K ﹤0.01% 2524
2019
Q1 		$26K Sell
2,002
-1,836
-48% -$22.9K ﹤0.01% 1225
2018
Q4 		$46K Buy
3,838
+195
+5% +$2.38K ﹤0.01% 1654
2018
Q3 		$46K Sell
3,643
-905
-20% -$11.5K ﹤0.01% 1936
2018
Q2 		$57K Buy
4,548
+605
+15% +$7.76K ﹤0.01% 1836
2018
Q1 		$54K Hold
3,943
– – ﹤0.01% 1766
2017
Q4 		$54K Sell
3,943
-3,257
-45% -$44.8K ﹤0.01% 1782
2017
Q3 		$101K Sell
7,200
-2,053
-22% -$28.7K ﹤0.01% 1548
2017
Q2 		$130K Sell
9,253
-967
-9% -$13.5K 0.01% 1387
2017
Q1 		$141K Sell
10,220
-5,247
-34% -$73.4K 0.01% 1302
2016
Q4 		$212K Sell
15,467
-7,614
-33% -$102K 0.01% 1025
2016
Q3 		$316K Sell
23,081
-7,261
-24% -$99.2K 0.02% 789
2016
Q2 		$408K Buy
30,342
+28,340
+1,416% +$375K 0.02% 627
2016
Q1 		$26K Sell
2,002
-9,523
-83% -$119K ﹤0.01% 1224
2015
Q4 		$147K Buy
+11,525
New +$148K 0.01% 985

Other funds holding EVV

Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors's EVV Position: Q2 2026 in Review

IFP Advisors held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 5,813 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

IFP Advisors first reported a position in EVV in Q4 2015 and has held it in 32 quarters since. The position peaked at $408K in Q2 2016. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • IFP Advisors held 5,813 shares of Eaton Vance Limited Duration Income Fund worth $54.5K as of Q2 2026.
  • IFP Advisors left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2347 holding.
  • IFP Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2015 and has held it in 32 quarters since.
  • IFP Advisors's Eaton Vance Limited Duration Income Fund position peaked at $408K in Q2 2016.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.