Commonwealth Equity Services
EVSD

Commonwealth Equity Services’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Commonwealth Equity Services’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 		$6.47M Buy
126,982
+85,211
+204% +$4.38M 0.01% 1170
2025
Q4 		$2.15M Buy
41,771
+22,036
+112% +$1.13M ﹤0.01% 1911
2025
Q3 		$1.01M Buy
19,735
+2,919
+17% +$150K ﹤0.01% 2571
2025
Q2 		$860K Buy
16,816
+1,988
+13% +$101K ﹤0.01% 2704
2025
Q1 		$753K Buy
14,828
+2,693
+22% +$137K ﹤0.01% 2693
2024
Q4 		$612K Sell
12,135
-102
-0.8% -$5.16K ﹤0.01% 2797
2024
Q3 		$623K Sell
12,237
-1,242
-9% -$62.8K ﹤0.01% 2725
2024
Q2 		$671K Buy
+13,479
New +$673K ﹤0.01% 2602

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

Commonwealth Equity Services's EVSD Position: Q1 2026 in Review

Commonwealth Equity Services increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 204% in Q1 2026, buying an estimated $4.38M and bringing the position to 126,982 shares worth $6.47M. The position accounts for 0.01% of the portfolio, ranked #1170.

Commonwealth Equity Services 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.

  • Commonwealth Equity Services held 126,982 shares of Eaton Vance Short Duration Income ETF worth $6.47M as of Q1 2026.
  • Commonwealth Equity Services bought 85,211 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $4.38M.
  • Eaton Vance Short Duration Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1170 holding.
  • Commonwealth Equity Services 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 Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.