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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
Q2 		$8.15K Sell
870
-130
-13% -$1.22K ﹤0.01% 1038
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 $1.89T 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

SHP Wealth Management's EVV Position: Q2 2026 in Review

SHP Wealth Management reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 13% in Q2 2026, selling an estimated $1.22K and leaving 870 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

SHP Wealth Management first reported a position in EVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.91K in Q4 2025. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • SHP Wealth Management held 870 shares of Eaton Vance Limited Duration Income Fund worth $8.15K as of Q2 2026.
  • SHP Wealth Management sold 130 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $1.22K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1038 holding.
  • SHP Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $9.91K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.