LWMI
EVV

Legacy Wealth Management (Idaho)’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Legacy Wealth Management (Idaho)’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
-1,173
Closed -$11.1K – 433
2026
Q1 		$11.1K Hold
1,173
– – 0.01% 468
2025
Q4 		$11.6K Sell
1,173
-981
-46% -$9.84K 0.01% 405
2025
Q3 		$21.9K Buy
+2,154
New +$22K 0.01% 259

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

Legacy Wealth Management (Idaho)'s EVV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026, closing a stake of 1,173 shares — an estimated $11.1K sold.

Legacy Wealth Management (Idaho) first reported a position in EVV in Q3 2025 and held it in 3 quarters. The position peaked at $21.9K in Q3 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,173 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $11.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Eaton Vance Limited Duration Income Fund position peaked at $21.9K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.