Eaton Vance 기간 한정 소득 기금
US ˙ NYSEAM ˙ US27828H1059

SecurityEVV / Eaton Vance Limited Duration Income Fund
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership5,813 shares
Latest Disclosed Value $ 54,933
IFP Advisors, Inc ownership in EVV / Eaton Vance Limited Duration Income Fund

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 5,813 shares of Eaton Vance Limited Duration Income Fund (US:EVV) valued at $54,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,813 shares of Eaton Vance Limited Duration Income Fund. This represents a change in shares of 0.00% during the quarter. The current value of the position is $53,828 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F EATON VANCE LIMITED DURATION mf 27828H105 5,813 0 0.00 55 -5.26 0.0011
2026-02-06 2025-12-31 13F EATON VANCE LIMITED DURATION mf 27828H105 5,813 0 0.00 58 -3.39 0.0013
2026-02-06 2025-09-30 13F/A-1 EATON VANCE LIMITED DURATIONCOM mf 27828H105 5,813 -1 -0.02 59 0.00 0.0015
2025-12-02 2025-09-30 13F EATON VANCE LIMITED DURATIONCOM mf 27828H105 5,814 0 59 0.0015
2025-07-24 2025-06-30 13F EATON VANCE LIMITED DURATION mf 27828H105 5,814 0 0.00 60 1.72 0.0017
2025-05-05 2025-03-31 13F EATON VANCE LIMITED DURATION mf 27828H105 5,814 2,410 70.80 58 75.76 0.0018
2025-02-04 2024-12-31 13F EATON VANCE LTD DURATION mf 27828H105 3,404 -567 -14.28 33 -19.51 0.0011
2025-02-04 2024-09-30 13F EATON VANCE LTD DURATION mf 27828H105 3,971 1,840 86.34 42 105.00 0.0015
2024-07-30 2024-06-30 13F EATON VANCE LTD DURATION mf 27828H105 2,131 51 2.45 21 0.00 0.0008
2024-07-30 2024-03-31 13F EATON VANCE LTD DURATION mf 27828H105 2,080 51 2.51 20 5.26 0.0009
2024-01-09 2023-12-31 13F EATON VANCE LTD DURATION mf 27828H105 2,029 50 2.53 19 11.76 0.0009
2023-10-12 2023-09-30 13F EATON VANCE LTD DURATION mf 27828H105 1,979 49 2.54 18 -5.56 0.0008
2023-08-14 2023-06-30 13F/A-1 EATON VANCE LTD DURATION mf 27828H105 1,930 48 2.55 18 -25.00 0.0008
2023-08-04 2023-06-30 13F EATON VANCE LTD DURATION mf 27828H105 1,930 48 25 0.0011
2023-04-18 2023-03-31 13F EATON VANCE LTD DURATION mf 27828H105 1,882 -145 -7.15 24 0.0010
2023-02-07 2022-12-31 13F EATON VANCE LTD DURATION mf 27828H105 2,027 -9 -0.44 0 -100.00 0.0007
2022-11-08 2022-09-30 13F EATON VANCE LTD DURATION mf 27828H105 2,036 50 2.52 31 3.33 0.0008
2022-09-06 2022-06-30 13F/A-1 EATON VANCE LTD DURATION mf 27828H105 1,986 0 0.00 30 0.00 0.0010
2022-09-06 2022-03-31 13F/A-1 EATON VANCE LTD DURATION mf 27828H105 1,986 1,986 30 0.0010
2019-11-07 2019-09-30 13F EATON VANCE LIMITEDDURATION INCOME FUND ETF 27828H105 0 -2,002 -100.00 0 -100.00
2019-05-15 2019-03-31 13F EATON VANCE LIMITEDDURATION INCOME FUND ETF 27828H105 2,002 -1,836 -47.84 26 -43.48 0.0035
2019-06-03 2018-12-31 13F/A-10 EATON VANCE LTD DURATION INCOME FD CEF 27828H105 3,838 195 5.35 46 0.00 0.0028
2019-01-23 2018-12-31 13F EATON VANCE LTD DURATION INCOME FD CEF 27828H105 3,838 195 46 0.0028
2019-06-03 2018-09-30 13F/A-9 EATON VANCE LTD DURATION INCOME FD CEF 27828H105 3,643 -905 -19.90 46 -19.30 0.0019
2018-10-25 2018-09-30 13F EATON VANCE LTD DURATION INCOME FD CEF 27828H105 3,643 -905 46 0.0019
2019-06-03 2018-06-30 13F/A-8 EATON VANCE LTD DURATION INCOME FD CEF 27828H105 4,548 605 15.34 57 5.56 0.0024
2018-08-07 2018-06-30 13F EATON VANCE LTD DURATION INCOME FD CEF 27828H105 4,548 905 57
2019-06-03 2018-03-31 13F/A-7 EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 3,943 0 0.00 54 0.00 0.0024
2018-05-09 2018-03-31 13F EATON VANCE LTD DURATION INCOME FD CEF 27828H105 3,643 -300 47
2019-06-03 2017-12-31 13F/A-6 EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 3,943 -3,257 -45.24 54 -46.53 0.0024
2018-01-24 2017-12-31 13F EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 3,943 -3,257 54
2017-10-30 2017-09-30 13F EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 7,200 -2,053 -22.19 101 -22.31 0.0040
2019-06-03 2017-06-30 13F/A-5 EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 9,253 -967 -9.46 130 -7.80 0.0055
2017-07-31 2017-06-30 13F EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 9,253 -967 130
2019-06-03 2017-03-31 13F/A-4 EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 10,220 -5,247 -33.92 141 -33.49 0.0061
2017-04-26 2017-03-31 13F EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 10,220 -5,247 141
2019-06-03 2016-12-31 13F/A-3 EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 15,467 -7,614 -32.99 212 -32.91 0.0102
2017-02-14 2016-12-31 13F EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 15,467 -7,614 212
2016-11-04 2016-09-30 13F EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 23,081 -7,261 -23.93 316 -22.55 0.0164
2019-06-03 2016-06-30 13F/A-2 EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 30,342 28,340 1,415.58 408 1,469.23 0.0228
2016-08-22 2016-06-30 13F EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 30,342 28,340 408
2019-06-03 2016-03-31 13F/A-1 EATON VANCE LIMITEDDURATION INCOME FUND ETF 27828H105 2,002 -9,523 -82.63 26 -82.31 0.0035
2016-05-02 2016-03-31 13F EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 31,702 20,177 418
2016-02-11 2015-12-31 13F EATON VANCE LTD DUR INCOME FD COM CEF 27828H105 11,525 11,525 147 0.0099
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.