BOS Asset Management
EVSD icon

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

BOS 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
Q3 		$671K Buy
13,487
+7,449
+123% +$377K 0.16% 98
2026
Q2 		$307K Buy
+6,038
New +$308K 0.07% 153

Other funds holding EVSD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Platform Technology Partners
Platform Technology Partners New York $632M AUM 18.8% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Nemes Rush Group
Nemes Rush Group Novi, Michigan $1.22B AUM 25.31% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

BOS Asset Management's EVSD Position: Q3 2026 in Review

BOS Asset Management increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 123% in Q3 2026, buying an estimated $377K and bringing the position to 13,487 shares worth $671K. The position accounts for 0.16% of the portfolio, ranked #98.

BOS Asset Management first reported a position in EVSD in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold EVSD as of Q3 2026.

  • BOS Asset Management held 13,487 shares of Eaton Vance Short Duration Income ETF worth $671K as of Q3 2026.
  • BOS Asset Management bought 7,449 Eaton Vance Short Duration Income ETF shares in Q3 2026, an estimated $377K.
  • Eaton Vance Short Duration Income ETF made up 0.16% of BOS Asset Management's portfolio in Q3 2026, its #98 holding.
  • BOS Asset Management first reported a position in Eaton Vance Short Duration Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.