SWM
EVV

SHP Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

SHP Wealth Management’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
Q1 		$9.45K Hold
1,000
– – ﹤0.01% 910
2025
Q4 		$9.91K Buy
+1,000
New +$10K ﹤0.01% 835

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's EVV Position: Q1 2026 in Review

SHP Wealth Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q1 2026 at 1,000 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

SHP Wealth Management first reported a position in EVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.91K in Q4 2025. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

  • SHP Wealth Management held 1,000 shares of Eaton Vance Limited Duration Income Fund worth $9.45K as of Q1 2026.
  • SHP Wealth Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #910 holding.
  • SHP Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $9.91K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.