Cambridge Investment Research Advisors
EVG

Cambridge Investment Research Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Cambridge Investment Research Advisors’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 		$661K Sell
61,281
-416
-0.7% -$4.47K ﹤0.01% 2699
2026
Q1 		$660K Sell
61,697
-4,300
-7% -$46.7K ﹤0.01% 2561
2025
Q4 		$721K Sell
65,997
-1,989
-3% -$22K ﹤0.01% 2390
2025
Q3 		$770K Buy
67,986
+467
+0.7% +$5.24K ﹤0.01% 2275
2025
Q2 		$745K Buy
67,519
+8,972
+15% +$96.9K ﹤0.01% 2186
2025
Q1 		$643K Sell
58,547
-118,453
-67% -$1.31M ﹤0.01% 2205
2024
Q4 		$1.93M Sell
177,000
-7,666
-4% -$85.6K 0.01% 1381
2024
Q3 		$2.06M Sell
184,666
-5,239
-3% -$57.9K 0.01% 1323
2024
Q2 		$2.05M Buy
189,905
+9,731
+5% +$104K 0.01% 1266
2024
Q1 		$1.9M Buy
180,174
+169,174
+1,538% +$1.79M 0.01% 1297
2023
Q4 		$114K Sell
11,000
-433
-4% -$4.39K ﹤0.01% 3015
2023
Q3 		$119K Sell
11,433
-4,965
-30% -$49.9K ﹤0.01% 2938
2023
Q2 		$161K Buy
16,398
+157
+1% +$1.54K ﹤0.01% 2931
2023
Q1 		$170K Sell
16,241
-398
-2% -$4.17K ﹤0.01% 2872
2022
Q4 		$170K Sell
16,639
-472
-3% -$5.03K ﹤0.01% 2802
2022
Q3 		$168K Sell
17,111
-392
-2% -$4.29K ﹤0.01% 2750
2022
Q2 		$188K Sell
17,503
-725
-4% -$7.78K ﹤0.01% 2734
2022
Q1 		$211K Buy
18,228
+1,147
+7% +$14.1K ﹤0.01% 2821
2021
Q4 		$227K Sell
17,081
-4,499
-21% -$60.2K ﹤0.01% 2767
2021
Q3 		$288K Buy
21,580
+4,480
+26% +$60.9K ﹤0.01% 2500
2021
Q2 		$227K Buy
+17,100
New +$227K ﹤0.01% 2712
2019
Q4 		– Sell
-64,392
Closed -$838K – 2424
2019
Q3 		$838K Buy
64,392
+143
+0.2% +$1.9K 0.01% 1174
2019
Q2 		$870K Sell
64,249
-581
-0.9% -$7.61K 0.01% 1096
2019
Q1 		$841K Sell
64,830
-875
-1% -$11.2K 0.01% 1130
2018
Q4 		$818K Sell
65,705
-3,079
-4% -$39.1K 0.01% 1044
2018
Q3 		$888K Buy
68,784
+1,928
+3% +$25K 0.01% 1092
2018
Q2 		$870K Buy
66,856
+51
+0.1% +$678 0.01% 1060
2018
Q1 		$911K Buy
66,805
+490
+0.7% +$6.77K 0.01% 986
2017
Q4 		$952K Buy
66,315
+4,979
+8% +$70.1K 0.01% 929
2017
Q3 		$873K Sell
61,336
-2,135
-3% -$30.5K 0.01% 911
2017
Q2 		$892K Buy
63,471
+3,819
+6% +$53.8K 0.01% 862
2017
Q1 		$842K Sell
59,652
-1,181
-2% -$16.5K 0.01% 808
2016
Q4 		$843K Sell
60,833
-7,291
-11% -$98K 0.02% 763
2016
Q3 		$934K Sell
68,124
-9,204
-12% -$125K 0.02% 720
2016
Q2 		$1.04M Buy
77,328
+18,184
+31% +$245K 0.02% 588
2016
Q1 		$789K Sell
59,144
-245
-0.4% -$3.2K 0.02% 668
2015
Q4 		$796K Buy
59,389
+6,566
+12% +$87K 0.02% 637
2015
Q3 		$699K Buy
52,823
+430
+0.8% +$5.89K 0.02% 615
2015
Q2 		$726K Buy
52,393
+1,845
+4% +$26.7K 0.02% 643
2015
Q1 		$732K Buy
+50,548
New +$725K 0.02% 626

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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

Cambridge Investment Research Advisors's EVG Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 0.67% in Q2 2026, selling an estimated $4.47K and leaving 61,281 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Cambridge Investment Research Advisors first reported a position in EVG in Q1 2015 and has held it in 40 quarters since. The position peaked at $2.06M in Q3 2024. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • Cambridge Investment Research Advisors held 61,281 shares of Eaton Vance Short Duration Diversified Income Fund worth $661K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 416 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $4.47K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2699 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2015 and has held it in 40 quarters since.
  • Cambridge Investment Research Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $2.06M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.