Baird Financial Group
EVG

Baird Financial Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Baird Financial Group’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 		$126K Buy
11,650
+1,000
+9% +$10.7K ﹤0.01% 1899
2026
Q1 		$114K Hold
10,650
– – ﹤0.01% 1806
2025
Q4 		$116K Hold
10,650
– – ﹤0.01% 1768
2025
Q3 		$121K Buy
+10,650
New +$120K ﹤0.01% 1764

Other funds holding EVG

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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Baird Financial Group's EVG Position: Q2 2026 in Review

Baird Financial Group increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 9.4% in Q2 2026, buying an estimated $10.7K and bringing the position to 11,650 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Baird Financial Group 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.

  • Baird Financial Group held 11,650 shares of Eaton Vance Short Duration Diversified Income Fund worth $126K as of Q2 2026.
  • Baird Financial Group bought 1,000 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $10.7K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1899 holding.
  • Baird Financial Group 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 Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.