Cetera Investment Advisers’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Cetera Investment Advisers’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	$1.07M	Sell	99,269 -23,681	-19%	-$254K	﹤0.01%	3002
2026 Q1	$1.31M	Buy	122,950 +40,781	+50%	+$443K	﹤0.01%	2663
2025 Q4	$897K	Buy	82,169 +4,093	+5%	+$45.2K	﹤0.01%	2911
2025 Q3	$884K	Buy	78,076 +9,664	+14%	+$108K	﹤0.01%	2876
2025 Q2	$755K	Buy	68,412 +5,797	+9%	+$62.6K	﹤0.01%	2630
2025 Q1	$688K	Buy	62,615 +2,596	+4%	+$28.7K	﹤0.01%	2584
2024 Q4	$655K	Buy	60,019 +879	+1%	+$9.81K	﹤0.01%	2466
2024 Q3	$661K	Buy	59,140 +10,916	+23%	+$121K	﹤0.01%	2422
2024 Q2	$521K	Buy	48,224 +24,562	+104%	+$263K	﹤0.01%	2564
2024 Q1	$250K	Buy	+23,662	New	+$251K	﹤0.01%	3188

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

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

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

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

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

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) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers's EVG Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 19% in Q2 2026, selling an estimated $254K and leaving 99,269 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

Cetera Investment Advisers first reported a position in EVG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q1 2026. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

Cetera Investment Advisers held 99,269 shares of Eaton Vance Short Duration Diversified Income Fund worth $1.07M as of Q2 2026.
Cetera Investment Advisers sold 23,681 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $254K.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3002 holding.
Cetera Investment Advisers first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Eaton Vance Short Duration Diversified Income Fund position peaked at $1.31M in Q1 2026.
41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.