IWM
EVV

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

IHT 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 		$135K Buy
+14,384
New +$135K ﹤0.01% 1199
2021
Q4 		– Sell
-10,504
Closed -$138K – 824
2021
Q3 		$138K Sell
10,504
-195,421
-95% -$2.59M 0.01% 767
2021
Q2 		$2.73M Sell
205,925
-19,263
-9% -$248K 0.17% 122
2021
Q1 		$2.84M Sell
225,188
-24,162
-10% -$304K 0.2% 106
2020
Q4 		$3.12M Buy
249,350
+22
+0% +$265 0.26% 86
2020
Q3 		$2.82M Buy
+249,328
New +$2.88M 0.28% 83
2020
Q2 		– Sell
-244,263
Closed -$2.58M – 595
2020
Q1 		$2.58M Sell
244,263
-7,059
-3% -$87.4K 0.37% 64
2019
Q4 		$3.33M Sell
251,322
-1,050
-0.4% -$13.5K 0.39% 54
2019
Q3 		$3.15M Sell
252,372
-2,000
-0.8% -$25.1K 0.43% 51
2019
Q2 		$3.22M Sell
254,372
-380
-0.1% -$4.8K 0.47% 43
2019
Q1 		$3.22M Sell
254,752
-1,378
-0.5% -$17.2K 0.54% 32
2018
Q4 		$3.05M Buy
256,130
+243,783
+1,974% +$2.97M 0.59% 32
2018
Q3 		$157K Buy
12,347
+21
+0.2% +$266 0.03% 407
2018
Q2 		$155K Buy
12,326
+21
+0.2% +$269 0.04% 392
2018
Q1 		$160K Buy
12,305
+24
+0.2% +$318 0.04% 390
2017
Q4 		$167K Buy
12,281
+1,262
+11% +$17.3K 0.04% 384
2017
Q3 		$155K Buy
11,019
+5,904
+115% +$82.7K 0.07% 297
2017
Q2 		$1K Hold
5,115
– – ﹤0.01% 1299
2017
Q1 		$56K Buy
5,115
+4,719
+1,192% +$66K 0.04% 392
2016
Q4 		$5K Buy
+396
New +$5.31K ﹤0.01% 910

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

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

IHT Wealth Management opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 14,384 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #1199 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in EVV as recently as Q3 2021.

IHT Wealth Management first reported a position in EVV in Q4 2016 and has held it in 20 quarters since. The position peaked at $3.33M in Q4 2019. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • IHT Wealth Management held 14,384 shares of Eaton Vance Limited Duration Income Fund worth $135K as of Q2 2026.
  • Eaton Vance Limited Duration Income Fund was a new IHT Wealth Management position in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1199 holding.
  • IHT Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2016 and has held it in 20 quarters since.
  • IHT Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $3.33M in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.