James T. Borello RIA’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

James T. Borello RIA’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 Q3	$4.22K	Hold	500	–	–	﹤0.01%	822
2026 Q2	$4.68K	Hold	500	–	–	﹤0.01%	807
2026 Q1	$4.72K	Hold	500	–	–	﹤0.01%	773
2025 Q4	$4.96K	Hold	500	–	–	﹤0.01%	571
2025 Q3	$5.08K	Hold	500	–	–	﹤0.01%	457
2025 Q2	$5.13K	Hold	500	–	–	﹤0.01%	223
2025 Q1	$4.99K	Buy	+500	New	+$5.06K	﹤0.01%	181

Other funds holding EVV

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

James T. Borello RIA's EVV Position: Q3 2026 in Review

James T. Borello RIA held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q3 2026 at 500 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

James T. Borello RIA first reported a position in EVV in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.13K in Q2 2025. 31 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

James T. Borello RIA held 500 shares of Eaton Vance Limited Duration Income Fund worth $4.22K as of Q3 2026.
James T. Borello RIA left its Eaton Vance Limited Duration Income Fund share count unchanged in Q3 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #822 holding.
James T. Borello RIA first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2025 and has held it in 7 quarters since.
James T. Borello RIA's Eaton Vance Limited Duration Income Fund position peaked at $5.13K in Q2 2025.
31 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.