Mallini Complete Financial Planning’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Mallini Complete Financial Planning’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	$326K	Buy	34,773 +358	+1%	+$3.35K	0.23%	35
2026 Q1	$325K	Buy	34,415 +364	+1%	+$3.55K	0.26%	32
2025 Q4	$337K	Buy	34,051 +348	+1%	+$3.49K	0.27%	31
2025 Q3	$342K	Buy	33,703 +429	+1%	+$4.38K	0.28%	31
2025 Q2	$341K	Buy	33,274 +4,581	+16%	+$45.3K	0.43%	30
2025 Q1	$286K	Buy	28,693 +1,232	+4%	+$12.5K	0.27%	35
2024 Q4	$268K	Buy	+27,461	New	+$281K	0.25%	38

Other funds holding EVV

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mallini Complete Financial Planning's EVV Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 1% in Q2 2026, buying an estimated $3.35K and bringing the position to 34,773 shares worth $326K. The position accounts for 0.23% of the portfolio, ranked #35.

Mallini Complete Financial Planning first reported a position in EVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q3 2025. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Mallini Complete Financial Planning held 34,773 shares of Eaton Vance Limited Duration Income Fund worth $326K as of Q2 2026.
Mallini Complete Financial Planning bought 358 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $3.35K.
Eaton Vance Limited Duration Income Fund made up 0.23% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #35 holding.
Mallini Complete Financial Planning first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and has held it in 7 quarters since.
Mallini Complete Financial Planning's Eaton Vance Limited Duration Income Fund position peaked at $342K in Q3 2025.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.