OBWG
EVV

Onyx Bridge Wealth Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Onyx Bridge Wealth Group’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 		$135K Buy
14,363
+233
+2% +$2.18K 0.01% 372
2026
Q1 		$134K Buy
14,130
+483
+4% +$4.71K 0.01% 356
2025
Q4 		$135K Sell
13,647
-234
-2% -$2.35K 0.01% 350
2025
Q3 		$141K Buy
13,881
+209
+2% +$2.13K 0.02% 350
2025
Q2 		$140K Sell
13,672
-1,490
-10% -$14.7K 0.02% 297
2025
Q1 		$151K Buy
15,162
+236
+2% +$2.39K 0.02% 275
2024
Q4 		$146K Buy
14,926
+252
+2% +$2.57K 0.02% 267
2024
Q3 		$154K Buy
14,674
+234
+2% +$2.35K 0.02% 265
2024
Q2 		$141K Buy
14,440
+138
+1% +$1.33K 0.02% 253
2024
Q1 		$135K Sell
14,302
-5,122
-26% -$50K 0.02% 244
2023
Q4 		$186K Buy
19,424
+205
+1% +$1.87K 0.04% 232
2023
Q3 		$174K Buy
19,219
+202
+1% +$1.88K 0.04% 216
2023
Q2 		$178K Buy
19,017
+197
+1% +$1.83K 0.04% 218
2023
Q1 		$185K Buy
18,820
+227
+1% +$2.28K 0.07% 165
2022
Q4 		$181K Buy
18,593
+5,629
+43% +$54.4K 0.07% 165
2022
Q3 		$118K Sell
12,964
-7,638
-37% -$80K 0.05% 155
2022
Q2 		$213K Sell
20,602
-19,750
-49% -$211K 0.09% 136
2022
Q1 		$447K Sell
40,352
-4,339
-10% -$52.4K 0.17% 73
2021
Q4 		$588K Sell
44,691
-1,550
-3% -$20.4K 0.2% 63
2021
Q3 		$613K Buy
46,241
+154
+0.3% +$2.04K 0.23% 53
2021
Q2 		$599K Buy
46,087
+1,739
+4% +$22.4K 0.26% 39
2021
Q1 		$560K Hold
44,348
– – 0.28% 42
2020
Q4 		$556K Buy
+44,348
New +$534K 0.36% 37

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

Onyx Bridge Wealth Group's EVV Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 1.6% in Q2 2026, buying an estimated $2.18K and bringing the position to 14,363 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #372.

Onyx Bridge Wealth Group first reported a position in EVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $613K in Q3 2021. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Onyx Bridge Wealth Group held 14,363 shares of Eaton Vance Limited Duration Income Fund worth $135K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 233 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $2.18K.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #372 holding.
  • Onyx Bridge Wealth Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's Eaton Vance Limited Duration Income Fund position peaked at $613K in Q3 2021.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.