MSWA
EVV

Marshall & Sterling Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$31.9K Hold
3,400
– – 0.02% 182
2026
Q1 		$32.1K Hold
3,400
– – 0.02% 175
2025
Q4 		$33.7K Hold
3,400
– – 0.02% 165
2025
Q3 		$34.5K Hold
3,400
– – 0.02% 213
2025
Q2 		$34.9K Hold
3,400
– – 0.02% 204
2025
Q1 		$33.9K Hold
3,400
– – 0.02% 203
2024
Q4 		$33.2K Buy
+3,400
New +$34.7K 0.02% 161

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

Marshall & Sterling Wealth Advisors's EVV Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 3,400 shares worth $31.9K. The position accounts for 0.02% of the portfolio, ranked #182.

Marshall & Sterling Wealth Advisors first reported a position in EVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.9K in Q2 2025. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 3,400 shares of Eaton Vance Limited Duration Income Fund worth $31.9K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $34.9K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.