Capital Market Strategies’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Capital Market Strategies’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
2025 Q2	$234K	Sell	21,260 -500	-2%	-$5.4K	0.16%	119
2025 Q1	$239K	Buy	21,760 +1,500	+7%	+$16.6K	0.16%	118
2024 Q4	$221K	Buy	20,260 +1,365	+7%	+$15.2K	0.13%	136
2024 Q3	$211K	Hold	18,895	–	–	0.13%	138
2024 Q2	$204K	Buy	18,895 +300	+2%	+$3.21K	0.13%	141
2024 Q1	$196K	Hold	18,595	–	–	0.15%	137
2023 Q4	$193K	Sell	18,595 -2,419	-12%	-$24.5K	0.17%	140
2023 Q3	$211K	Hold	21,014	–	–	0.21%	127
2023 Q2	$206K	Hold	21,014	–	–	0.19%	130
2023 Q1	$220K	Hold	21,014	–	–	0.39%	40
2022 Q4	$214K	Buy	21,014 +300	+1%	+$3.19K	0.23%	124
2022 Q3	$203K	Hold	20,714	–	–	0.23%	121
2022 Q2	$223K	Sell	20,714 -1,800	-8%	-$19.3K	0.23%	121
2022 Q1	$260K	Sell	22,514 -1,500	-6%	-$18.4K	0.22%	123
2021 Q4	$319K	Buy	+24,014	New	+$321K	0.26%	99

Other funds holding EVG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Capital Market Strategies's EVG Position: Q2 2025 in Review

Capital Market Strategies reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 2.3% in Q2 2025, selling an estimated $5.4K and leaving 21,260 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #119.

Capital Market Strategies first reported a position in EVG in Q4 2021 and has held it in 15 quarters since. The position peaked at $319K in Q4 2021. 42 funds tracked by Wall St. Rank hold EVG as of Q2 2025.

Capital Market Strategies held 21,260 shares of Eaton Vance Short Duration Diversified Income Fund worth $234K as of Q2 2025.
Capital Market Strategies sold 500 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2025, an estimated $5.4K.
Eaton Vance Short Duration Diversified Income Fund made up 0.16% of Capital Market Strategies's portfolio in Q2 2025, its #119 holding.
Capital Market Strategies first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2021 and has held it in 15 quarters since.
Capital Market Strategies's Eaton Vance Short Duration Diversified Income Fund position peaked at $319K in Q4 2021.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.