Arax Advisory Partners’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Arax Advisory Partners’s Portfolio EVG Stock Details EVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.99K	Buy	806 +6	+0.8%	+$63	﹤0.01%	4515
2026 Q2	$8.62K	Buy	800 +563	+238%	+$6.04K	﹤0.01%	4395
2026 Q1	$4.28K	Sell	237 -163	-41%	-$1.77K	﹤0.01%	2862
2025 Q4	$4.37K	Hold	400	–	–	﹤0.01%	2926
2025 Q3	$4.53K	Buy	+400	New	+$4.49K	﹤0.01%	2900

Other funds holding EVG

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Arax Advisory Partners's EVG Position: Q3 2026 in Review

Arax Advisory Partners increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 0.75% in Q3 2026, buying an estimated $63 and bringing the position to 806 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #4515.

Arax Advisory Partners first reported a position in EVG in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.62K in Q2 2026. 32 funds tracked by Wall St. Rank hold EVG as of Q3 2026.

Arax Advisory Partners held 806 shares of Eaton Vance Short Duration Diversified Income Fund worth $7.99K as of Q3 2026.
Arax Advisory Partners bought 6 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2026, an estimated $63.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #4515 holding.
Arax Advisory Partners first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2025 and has held it in 5 quarters since.
Arax Advisory Partners's Eaton Vance Short Duration Diversified Income Fund position peaked at $8.62K in Q2 2026.
32 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.