SIS
EVV

Sound Income Strategies’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Sound Income Strategies’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 		– Sell
-7,267
Closed -$68.3K – 1055
2026
Q1 		$68.3K Buy
7,267
+321
+5% +$3.13K ﹤0.01% 722
2025
Q4 		$68.6K Buy
6,946
+112
+2% +$1.12K ﹤0.01% 695
2025
Q3 		$69.6K Buy
6,834
+146
+2% +$1.49K ﹤0.01% 485
2025
Q2 		$68.6K Buy
6,688
+146
+2% +$1.44K ﹤0.01% 461
2025
Q1 		$65.3K Buy
6,542
+141
+2% +$1.43K ﹤0.01% 456
2024
Q4 		$62.5K Buy
6,401
+549
+9% +$5.61K ﹤0.01% 424
2024
Q3 		$61.5K Buy
5,852
+727
+14% +$7.31K ﹤0.01% 412
2024
Q2 		$49.9K Buy
+5,125
New +$49.5K ﹤0.01% 437
2024
Q1 		– Sell
-960
Closed -$9.2K – 1381
2023
Q4 		$9.2K Hold
960
– – ﹤0.01% 753
2023
Q3 		$8.68K Hold
960
– – ﹤0.01% 616
2023
Q2 		$8.99K Hold
960
– – ﹤0.01% 593
2023
Q1 		$9.46K Hold
960
– – ﹤0.01% 567
2022
Q4 		$9.01K Sell
960
-1,300
-58% -$12.6K ﹤0.01% 542
2022
Q3 		$21K Hold
2,260
– – ﹤0.01% 352
2022
Q2 		$23K Hold
2,260
– – ﹤0.01% 330
2022
Q1 		$26K Hold
2,260
– – ﹤0.01% 316
2021
Q4 		$30K Hold
2,260
– – ﹤0.01% 303
2021
Q3 		$30K Hold
2,260
– – ﹤0.01% 284
2021
Q2 		$30K Buy
+2,260
New +$29.1K ﹤0.01% 294
2021
Q1 		– Sell
-2,260
Closed -$28K – 992
2020
Q4 		$28K Hold
2,260
– – 0.01% 273
2020
Q3 		$26K Hold
2,260
– – 0.01% 259
2020
Q2 		$25K Hold
2,260
– – 0.01% 240
2020
Q1 		$24K Buy
+2,260
New +$28K 0.01% 214
2018
Q2 		– Sell
-1
Closed – – 666
2018
Q1 		$0 Hold
1
– – ﹤0.01% 611
2017
Q4 		$0 Buy
+1
New +$14 ﹤0.01% 525

Other funds holding EVV

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Sound Income Strategies's EVV Position: Q2 2026 in Review

Sound Income Strategies sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026, closing a stake of 7,267 shares — an estimated $68.3K sold.

Sound Income Strategies first reported a position in EVV in Q4 2017 and held it in 25 quarters. The position peaked at $69.6K in Q3 2025. 94 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Sound Income Strategies reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 7,267 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $68.3K.
  • Sound Income Strategies first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 25 quarters.
  • Sound Income Strategies's Eaton Vance Limited Duration Income Fund position peaked at $69.6K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.