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 Q2	$5.84M	Sell	114,821 -12,161	-10%	-$621K	0.01%	1299
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Commonwealth Equity Services's EVSD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 9.6% in Q2 2026, selling an estimated $621K and leaving 114,821 shares worth $5.84M. The position accounts for 0.01% of the portfolio, ranked #1299.

Commonwealth Equity Services first reported a position in EVSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.47M in Q1 2026. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Commonwealth Equity Services held 114,821 shares of Eaton Vance Short Duration Income ETF worth $5.84M as of Q2 2026.
Commonwealth Equity Services sold 12,161 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $621K.
Eaton Vance Short Duration Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1299 holding.
Commonwealth Equity Services first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's Eaton Vance Short Duration Income ETF position peaked at $6.47M in Q1 2026.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.