Jones Financial Companies
EVV icon

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

Jones Financial Companies’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 		– Sell
-3,539
Closed -$31.9K – 5046
2026
Q1 		$31.9K Buy
+3,539
New +$34.5K ﹤0.01% 3116

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Jones Financial Companies's EVV Position: Q2 2026 in Review

Jones Financial Companies sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026, closing a stake of 3,539 shares — an estimated $31.9K sold.

Jones Financial Companies first reported a position in EVV in Q1 2026 and held it in 1 quarter. The position peaked at $31.9K in Q1 2026. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Jones Financial Companies reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 3,539 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $31.9K.
  • Jones Financial Companies first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2026 and held it in 1 quarter.
  • Jones Financial Companies's Eaton Vance Limited Duration Income Fund position peaked at $31.9K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

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