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 Q2	$8.62K	Buy	800 +563	+238%	+$6.04K	﹤0.01%	4395
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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Arax Advisory Partners's EVG Position: Q2 2026 in Review

Arax Advisory Partners increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 238% in Q2 2026, buying an estimated $6.04K and bringing the position to 800 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #4395.

Arax Advisory Partners first reported a position in EVG in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

Arax Advisory Partners held 800 shares of Eaton Vance Short Duration Diversified Income Fund worth $8.62K as of Q2 2026.
Arax Advisory Partners bought 563 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $6.04K.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4395 holding.
Arax Advisory Partners first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2025 and has held it in 4 quarters since.
41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.