BWAM
EVSD

Blue Water Asset Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Blue Water Asset Management’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 		$17.7M Buy
348,359
+19,193
+6% +$979K 5.72% 8
2026
Q1 		$16.8M Buy
329,166
+307,244
+1,402% +$15.8M 5.79% 7
2025
Q4 		$1.13M Buy
+21,922
New +$1.13M 0.41% 29

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Blue Water Asset Management's EVSD Position: Q2 2026 in Review

Blue Water Asset Management increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 5.8% in Q2 2026, buying an estimated $979K and bringing the position to 348,359 shares worth $17.7M. The position accounts for 5.72% of the portfolio, ranked #8.

Blue Water Asset Management first reported a position in EVSD in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Blue Water Asset Management held 348,359 shares of Eaton Vance Short Duration Income ETF worth $17.7M as of Q2 2026.
  • Blue Water Asset Management bought 19,193 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $979K.
  • Eaton Vance Short Duration Income ETF made up 5.72% of Blue Water Asset Management's portfolio in Q2 2026, its #8 holding.
  • Blue Water Asset Management first reported a position in Eaton Vance Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Blue Water Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.