DI
EVG

Diligent Investors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Diligent Investors’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 		$384K Sell
35,597
-3,697
-9% -$39.7K 0.09% 254
2026
Q1 		$420K Buy
39,294
+161
+0.4% +$1.75K 0.1% 223
2025
Q4 		$427K Buy
39,133
+223
+0.6% +$2.46K 0.11% 212
2025
Q3 		$440K Buy
38,910
+213
+0.6% +$2.39K 0.11% 210
2025
Q2 		$427K Sell
38,697
-8,645
-18% -$93.3K 0.1% 218
2025
Q1 		$520K Buy
47,342
+186
+0.4% +$2.06K 0.13% 197
2024
Q4 		$515K Buy
47,156
+196
+0.4% +$2.19K 0.12% 202
2024
Q3 		$525K Buy
46,960
+191
+0.4% +$2.11K 0.12% 195
2024
Q2 		$505K Sell
46,769
-6,806
-13% -$72.8K 0.13% 182
2024
Q1 		$566K Buy
53,575
+251
+0.5% +$2.66K 0.14% 175
2023
Q4 		$554K Buy
53,324
+185
+0.3% +$1.87K 0.15% 161
2023
Q3 		$551K Buy
53,139
+185
+0.3% +$1.86K 0.17% 151
2023
Q2 		$519K Buy
52,954
+3,354
+7% +$32.9K 0.15% 152
2023
Q1 		$518K Sell
49,600
-1,806
-4% -$18.9K 0.16% 150
2022
Q4 		$524K Buy
51,406
+560
+1% +$5.96K 0.17% 142
2022
Q3 		$498K Buy
50,846
+18,800
+59% +$206K 0.18% 133
2022
Q2 		$344K Buy
+32,046
New +$344K 0.12% 174

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

Diligent Investors's EVG Position: Q2 2026 in Review

Diligent Investors reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 9.4% in Q2 2026, selling an estimated $39.7K and leaving 35,597 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #254.

Diligent Investors first reported a position in EVG in Q2 2022 and has held it in 17 quarters since. The position peaked at $566K in Q1 2024. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • Diligent Investors held 35,597 shares of Eaton Vance Short Duration Diversified Income Fund worth $384K as of Q2 2026.
  • Diligent Investors sold 3,697 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $39.7K.
  • Eaton Vance Short Duration Diversified Income Fund made up 0.09% of Diligent Investors's portfolio in Q2 2026, its #254 holding.
  • Diligent Investors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2022 and has held it in 17 quarters since.
  • Diligent Investors's Eaton Vance Short Duration Diversified Income Fund position peaked at $566K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.