AAP
EVG

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
Q1 		$4.28K Sell
237
-163
-41% -$1.77K ﹤0.01% 2861
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

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SIA
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Arax Advisory Partners's EVG Position: Q1 2026 in Review

Arax Advisory Partners reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 41% in Q1 2026, selling an estimated $1.77K and leaving 237 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

Arax Advisory Partners first reported a position in EVG in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.53K in Q3 2025. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2026.

  • Arax Advisory Partners held 237 shares of Eaton Vance Short Duration Diversified Income Fund worth $4.28K as of Q1 2026.
  • Arax Advisory Partners sold 163 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2026, an estimated $1.77K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2861 holding.
  • Arax Advisory Partners first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Eaton Vance Short Duration Diversified Income Fund position peaked at $4.53K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.