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 Q3	$2.82M	Sell	56,737 -8,986	-14%	-$455K	﹤0.01%	869
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc's EVSD Position: Q3 2026 in Review

AssetMark Inc reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 14% in Q3 2026, selling an estimated $455K and leaving 56,737 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #869.

AssetMark Inc first reported a position in EVSD in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.99M in Q2 2025. 22 funds tracked by Wall St. Rank hold EVSD as of Q3 2026.

AssetMark Inc held 56,737 shares of Eaton Vance Short Duration Income ETF worth $2.82M as of Q3 2026.
AssetMark Inc sold 8,986 Eaton Vance Short Duration Income ETF shares in Q3 2026, an estimated $455K.
Eaton Vance Short Duration Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #869 holding.
AssetMark Inc first reported a position in Eaton Vance Short Duration Income ETF in Q2 2025 and has held it in 6 quarters since.
AssetMark Inc's Eaton Vance Short Duration Income ETF position peaked at $5.99M in Q2 2025.
22 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.