Bank of America
EVG

Bank of America’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bank of America’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 		$445K Sell
41,647
-2,523
-6% -$27.4K ﹤0.01% 4954
2025
Q4 		$482K Sell
44,170
-4,548
-9% -$50.2K ﹤0.01% 4931
2025
Q3 		$551K Sell
48,718
-273
-0.6% -$3.06K ﹤0.01% 5728
2025
Q2 		$540K Sell
48,991
-4,035
-8% -$43.6K ﹤0.01% 5664
2025
Q1 		$582K Sell
53,026
-4,684
-8% -$51.7K ﹤0.01% 5573
2024
Q4 		$630K Buy
57,710
+756
+1% +$8.44K ﹤0.01% 5374
2024
Q3 		$637K Buy
56,954
+8,845
+18% +$97.7K ﹤0.01% 5339
2024
Q2 		$520K Buy
48,109
+12,487
+35% +$133K ﹤0.01% 5314
2024
Q1 		$376K Sell
35,622
-991
-3% -$10.5K ﹤0.01% 5515
2023
Q4 		$380K Sell
36,613
-1,197
-3% -$12.1K ﹤0.01% 5689
2023
Q3 		$392K Buy
37,810
+216
+0.6% +$2.17K ﹤0.01% 5483
2023
Q2 		$369K Sell
37,594
-1,629
-4% -$16K ﹤0.01% 5466
2023
Q1 		$410K Buy
39,223
+9,265
+31% +$97.2K ﹤0.01% 5505
2022
Q4 		$305K Sell
29,958
-3,270
-10% -$34.8K ﹤0.01% 5686
2022
Q3 		$326K Sell
33,228
-8,156
-20% -$89.3K ﹤0.01% 5689
2022
Q2 		$445K Sell
41,384
-93,031
-69% -$999K ﹤0.01% 5517
2022
Q1 		$1.55M Sell
134,415
-3,128
-2% -$38.4K ﹤0.01% 4831
2021
Q4 		$1.82M Buy
137,543
+118
+0.1% +$1.58K ﹤0.01% 4653
2021
Q3 		$1.83M Sell
137,425
-13,448
-9% -$183K ﹤0.01% 4521
2021
Q2 		$2M Sell
150,873
-24,061
-14% -$319K ﹤0.01% 4309
2021
Q1 		$2.3M Sell
174,934
-1,367
-0.8% -$17.9K ﹤0.01% 4139
2020
Q4 		$2.18M Buy
176,301
+1,008
+0.6% +$12.3K ﹤0.01% 3883
2020
Q3 		$2.01M Buy
175,293
+7,074
+4% +$80.6K ﹤0.01% 3678
2020
Q2 		$1.91M Sell
168,219
-3,805
-2% -$42.6K ﹤0.01% 3666
2020
Q1 		$1.88M Sell
172,024
-29,703
-15% -$378K ﹤0.01% 3526
2019
Q4 		$2.72M Buy
201,727
+11,305
+6% +$150K ﹤0.01% 3774
2019
Q3 		$2.48M Buy
190,422
+15,410
+9% +$204K ﹤0.01% 3866
2019
Q2 		$2.37M Buy
175,012
+321
+0.2% +$4.21K ﹤0.01% 3903
2019
Q1 		$2.27M Buy
174,691
+223
+0.1% +$2.86K ﹤0.01% 3885
2018
Q4 		$2.17M Sell
174,468
-21,767
-11% -$276K ﹤0.01% 3777
2018
Q3 		$2.53M Sell
196,235
-48,717
-20% -$631K ﹤0.01% 3798
2018
Q2 		$3.19M Buy
244,952
+55,975
+30% +$744K ﹤0.01% 3584
2018
Q1 		$2.58M Buy
188,977
+122,006
+182% +$1.69M ﹤0.01% 3682
2017
Q4 		$961K Sell
66,971
-5,345
-7% -$75.3K ﹤0.01% 4513
2017
Q3 		$1.03M Buy
72,316
+15,218
+27% +$217K ﹤0.01% 4488
2017
Q2 		$802K Buy
57,098
+2,014
+4% +$28.4K ﹤0.01% 4583
2017
Q1 		$778K Buy
55,084
+6,833
+14% +$95.3K ﹤0.01% 4598
2016
Q4 		$669K Sell
48,251
-994
-2% -$13.4K ﹤0.01% 4622
2016
Q3 		$675K Buy
49,245
+2,227
+5% +$30.3K ﹤0.01% 4423
2016
Q2 		$635K Sell
47,018
-6,559
-12% -$88.3K ﹤0.01% 4501
2016
Q1 		$715K Sell
53,577
-29,922
-36% -$391K ﹤0.01% 4358
2015
Q4 		$1.12M Sell
83,499
-93,226
-53% -$1.23M ﹤0.01% 4284
2015
Q3 		$2.34M Sell
176,725
-26,696
-13% -$366K ﹤0.01% 3608
2015
Q2 		$2.82M Buy
203,421
+15,073
+8% +$218K ﹤0.01% 3133
2015
Q1 		$2.73M Buy
188,348
+7,710
+4% +$111K ﹤0.01% 2956
2014
Q4 		$2.56M Buy
180,638
+1,980
+1% +$28.5K ﹤0.01% 3134
2014
Q3 		$2.62M Buy
178,658
+6,037
+3% +$90.5K ﹤0.01% 3137
2014
Q2 		$2.65M Buy
172,621
+6,947
+4% +$106K ﹤0.01% 3116
2014
Q1 		$2.52M Buy
165,674
+8,786
+6% +$135K ﹤0.01% 3013
2013
Q4 		$2.4M Sell
156,888
-1,322
-0.8% -$20.2K ﹤0.01% 3148
2013
Q3 		$2.45M Buy
158,210
+15,052
+11% +$232K ﹤0.01% 3064
2013
Q2 		$2.32M Buy
+143,158
New +$2.41M ﹤0.01% 3049

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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

Bank of America's EVG Position: Q1 2026 in Review

Bank of America reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 5.7% in Q1 2026, selling an estimated $27.4K and leaving 41,647 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #4954.

Bank of America first reported a position in EVG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.19M in Q2 2018. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2026.

  • Bank of America held 41,647 shares of Eaton Vance Short Duration Diversified Income Fund worth $445K as of Q1 2026.
  • Bank of America sold 2,523 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2026, an estimated $27.4K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4954 holding.
  • Bank of America first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Eaton Vance Short Duration Diversified Income Fund position peaked at $3.19M in Q2 2018.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.