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

Independent Financial Group’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
Q3 		$669K Sell
79,139
-2,150
-3% -$19.4K 0.01% 862
2026
Q2 		$762K Buy
81,289
+2,000
+3% +$18.7K 0.01% 805
2026
Q1 		$749K Buy
79,289
+7,009
+10% +$68.3K 0.02% 737
2025
Q4 		$716K Hold
72,280
– – 0.02% 747
2025
Q3 		$734K Buy
72,280
+12,614
+21% +$129K 0.02% 709
2025
Q2 		$612K Buy
59,666
+100
+0.2% +$989 0.02% 694
2025
Q1 		$594K Buy
59,566
+250
+0.4% +$2.53K 0.02% 648
2024
Q4 		$580K Sell
59,316
-80
-0.1% -$817 0.02% 647
2024
Q3 		$624K Buy
59,396
+2,539
+4% +$25.5K 0.02% 583
2024
Q2 		$554K Buy
56,857
+2,000
+4% +$19.3K 0.02% 573
2024
Q1 		$535K Sell
54,857
-250
-0.5% -$2.44K 0.02% 561
2023
Q4 		$528K Buy
55,107
+1,725
+3% +$15.7K 0.03% 539
2023
Q3 		$483K Buy
53,382
+5,300
+11% +$49.3K 0.03% 499
2023
Q2 		$450K Hold
48,082
– – 0.03% 500
2023
Q1 		$474K Buy
48,082
+610
+1% +$6.13K 0.04% 466
2022
Q4 		$446K Buy
47,472
+500
+1% +$4.83K 0.04% 446
2022
Q3 		$433K Buy
46,972
+3,310
+8% +$34.6K 0.04% 427
2022
Q2 		$451K Buy
43,662
+300
+0.7% +$3.21K 0.05% 407
2022
Q1 		$507K Buy
43,362
+450
+1% +$5.43K 0.04% 428
2021
Q4 		$562K Sell
42,912
-1,228
-3% -$16.2K 0.05% 392
2021
Q3 		$582K Buy
44,140
+4,278
+11% +$56.8K 0.06% 325
2021
Q2 		$529K Buy
39,862
+400
+1% +$5.15K 0.06% 351
2021
Q1 		$498K Buy
39,462
+670
+2% +$8.43K 0.06% 335
2020
Q4 		$486K Buy
38,792
+960
+3% +$11.6K 0.07% 314
2020
Q3 		$428K Buy
37,832
+5,245
+16% +$60.6K 0.08% 274
2020
Q2 		$367K Buy
32,587
+2,150
+7% +$23.4K 0.08% 273
2020
Q1 		$322K Buy
+30,437
New +$377K 0.09% 243

Other funds holding EVV

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Independent Financial Group's EVV Position: Q3 2026 in Review

Independent Financial Group reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 2.6% in Q3 2026, selling an estimated $19.4K and leaving 79,139 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #862.

Independent Financial Group first reported a position in EVV in Q1 2020 and has held it in 27 quarters since. The position peaked at $762K in Q2 2026. 9 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

  • Independent Financial Group held 79,139 shares of Eaton Vance Limited Duration Income Fund worth $669K as of Q3 2026.
  • Independent Financial Group sold 2,150 Eaton Vance Limited Duration Income Fund shares in Q3 2026, an estimated $19.4K.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #862 holding.
  • Independent Financial Group first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Eaton Vance Limited Duration Income Fund position peaked at $762K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.