NBC Securities’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

NBC Securities’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	$171K	Hold	18,300	–	–	0.01%	901
2026 Q1	$173K	Buy	18,300 +1,000	+6%	+$9.75K	0.01%	883
2025 Q4	$171K	Hold	17,300	–	–	0.01%	889
2025 Q3	$176K	Hold	17,300	–	–	0.01%	886
2025 Q2	$177K	Hold	17,300	–	–	0.01%	876
2025 Q1	$172K	Buy	17,300 +17,283	+101,665%	+$175K	0.01%	832
2024 Q4	$169	Sell	17 -17,283	-100%	-$177K	0.02%	802
2024 Q3	$181K	Hold	17,300	–	–	0.02%	813
2024 Q2	$168K	Hold	17,300	–	–	0.02%	808
2024 Q1	$168K	Hold	17,300	–	–	0.02%	805
2023 Q4	$165K	Hold	17,300	–	–	0.02%	798
2023 Q3	$156K	Buy	+17,300	New	+$161K	0.02%	781

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

NBC Securities's EVV Position: Q2 2026 in Review

NBC Securities held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 18,300 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #901.

NBC Securities first reported a position in EVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $181K in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

NBC Securities held 18,300 shares of Eaton Vance Limited Duration Income Fund worth $171K as of Q2 2026.
NBC Securities left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
Eaton Vance Limited Duration Income Fund made up 0.01% of NBC Securities's portfolio in Q2 2026, its #901 holding.
NBC Securities first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2023 and has held it in 12 quarters since.
NBC Securities's Eaton Vance Limited Duration Income Fund position peaked at $181K in Q3 2024.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.