AssetMark Inc’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

AssetMark Inc’s Portfolio EVSD Stock Details EVSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.34M	Sell	65,723 -230	-0.3%	-$11.7K	0.01%	837
2026 Q1	$3.36M	Sell	65,953 -6,625	-9%	-$341K	0.01%	766
2025 Q4	$3.73M	Sell	72,578 -23,391	-24%	-$1.2M	0.01%	724
2025 Q3	$4.93M	Sell	95,969 -21,091	-18%	-$1.08M	0.01%	626
2025 Q2	$5.99M	Buy	+117,060	New	+$5.95M	0.01%	540

Other funds holding EVSD

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

AssetMark Inc's EVSD Position: Q2 2026 in Review

AssetMark Inc reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 0.35% in Q2 2026, selling an estimated $11.7K and leaving 65,723 shares worth $3.34M. The position accounts for 0.01% of the portfolio, ranked #837.

AssetMark Inc first reported a position in EVSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.99M in Q2 2025. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

AssetMark Inc held 65,723 shares of Eaton Vance Short Duration Income ETF worth $3.34M as of Q2 2026.
AssetMark Inc sold 230 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $11.7K.
Eaton Vance Short Duration Income ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #837 holding.
AssetMark Inc first reported a position in Eaton Vance Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
AssetMark Inc's Eaton Vance Short Duration Income ETF position peaked at $5.99M in Q2 2025.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.