CWM
EVG

Cornerstone Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Cornerstone Wealth Management’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 		$277K Sell
25,714
-4,597
-15% -$49.4K 0.01% 629
2026
Q1 		$324K Sell
30,311
-3,008
-9% -$32.7K 0.02% 555
2025
Q4 		$364K Sell
33,319
-7,771
-19% -$85.8K 0.02% 499
2025
Q3 		$465K Sell
41,090
-8,763
-18% -$98.3K 0.03% 433
2025
Q2 		$550K Sell
49,853
-2,127
-4% -$23K 0.03% 373
2025
Q1 		$571K Sell
51,980
-6,086
-10% -$67.2K 0.04% 338
2024
Q4 		$634K Sell
58,066
-6,355
-10% -$70.9K 0.04% 312
2024
Q3 		$720K Sell
64,421
-5,657
-8% -$62.5K 0.05% 272
2024
Q2 		$757K Sell
70,078
-157
-0.2% -$1.68K 0.06% 248
2024
Q1 		$742K Sell
70,235
-1,336
-2% -$14.2K 0.06% 249
2023
Q4 		$743K Sell
71,571
-2,353
-3% -$23.8K 0.06% 246
2023
Q3 		$767K Buy
73,924
+783
+1% +$7.87K 0.07% 232
2023
Q2 		$718K Buy
73,141
+6,241
+9% +$61.3K 0.06% 242
2023
Q1 		$699K Buy
+66,900
New +$702K 0.07% 230
2022
Q3 		$579K Buy
59,034
+25,722
+77% +$282K 0.06% 228
2022
Q2 		$358K Buy
33,312
+5,605
+20% +$60.2K 0.04% 326
2022
Q1 		$320K Buy
27,707
+4,521
+19% +$55.6K 0.03% 355
2021
Q4 		$308K Buy
23,186
+6,994
+43% +$93.5K 0.03% 384
2021
Q3 		$216K Buy
+16,192
New +$220K 0.02% 421

Other funds holding EVG

Ameriprise
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Wealth Management's EVG Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 15% in Q2 2026, selling an estimated $49.4K and leaving 25,714 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #629.

Cornerstone Wealth Management first reported a position in EVG in Q3 2021 and has held it in 19 quarters since. The position peaked at $767K in Q3 2023. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • Cornerstone Wealth Management held 25,714 shares of Eaton Vance Short Duration Diversified Income Fund worth $277K as of Q2 2026.
  • Cornerstone Wealth Management sold 4,597 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $49.4K.
  • Eaton Vance Short Duration Diversified Income Fund made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Cornerstone Wealth Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2021 and has held it in 19 quarters since.
  • Cornerstone Wealth Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $767K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.