CAL
EVSD

Capital Analysts LLC’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Capital Analysts LLC’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
Q1 		$268K Buy
5,245
+4,060
+343% +$209K 0.01% 588
2025
Q4 		$61K Hold
1,185
– – ﹤0.01% 881
2025
Q3 		$61K Hold
1,185
– – ﹤0.01% 845
2025
Q2 		$61K Hold
1,185
– – ﹤0.01% 775
2025
Q1 		$60K Buy
1,185
+1,054
+805% +$53.5K ﹤0.01% 755
2024
Q4 		$7K Hold
131
– – ﹤0.01% 1127
2024
Q3 		$7K Hold
131
– – ﹤0.01% 1097
2024
Q2 		$7K Buy
+131
New +$6.54K ﹤0.01% 1016

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Capital Analysts LLC's EVSD Position: Q1 2026 in Review

Capital Analysts LLC increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 343% in Q1 2026, buying an estimated $209K and bringing the position to 5,245 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #588.

Capital Analysts LLC first reported a position in EVSD in Q2 2024 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Capital Analysts LLC held 5,245 shares of Eaton Vance Short Duration Income ETF worth $268K as of Q1 2026.
  • Capital Analysts LLC bought 4,060 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $209K.
  • Eaton Vance Short Duration Income ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #588 holding.
  • Capital Analysts LLC first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.