EB
EVG

Eastern Bank’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Eastern Bank’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
Q1 		– Sell
-2,100
Closed -$22.9K – 1128
2025
Q4 		$22.9K Hold
2,100
– – ﹤0.01% 706
2025
Q3 		$23.8K Buy
+2,100
New +$23.6K ﹤0.01% 689

Other funds holding EVG

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GC
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Morgan Stanley
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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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Eastern Bank's EVG Position: Q1 2026 in Review

Eastern Bank sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2026, closing a stake of 2,100 shares — an estimated $22.9K sold.

Eastern Bank first reported a position in EVG in Q3 2025 and held it in 2 quarters. The position peaked at $23.8K in Q3 2025. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2026.

  • Eastern Bank reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2026 after selling out during the quarter.
  • Eastern Bank sold 2,100 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2026, an estimated $22.9K.
  • Eastern Bank first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2025 and held it in 2 quarters.
  • Eastern Bank's Eaton Vance Short Duration Diversified Income Fund position peaked at $23.8K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2026.

Based on Eastern Bank's 13F filing for Q1 2026, filed 7 Apr 2026.