EIA
EVSD

Eldridge Investment Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Eldridge Investment Advisors’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 		– Sell
-44,759
Closed -$2.28M – 168
2026
Q1 		$2.28M Sell
44,759
-11,136
-20% -$573K 0.5% 39
2025
Q4 		$2.88M Buy
55,895
+33,145
+146% +$1.71M 0.63% 31
2025
Q3 		$1.17M Buy
+22,750
New +$1.17M 0.27% 65

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
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
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

Eldridge Investment Advisors's EVSD Position: Q2 2026 in Review

Eldridge Investment Advisors sold out of Eaton Vance Short Duration Income ETF (EVSD) in Q2 2026, closing a stake of 44,759 shares — an estimated $2.28M sold.

Eldridge Investment Advisors first reported a position in EVSD in Q3 2025 and held it in 3 quarters. The position peaked at $2.88M in Q4 2025. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Eldridge Investment Advisors reported no remaining Eaton Vance Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • Eldridge Investment Advisors sold 44,759 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $2.28M.
  • Eldridge Investment Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and held it in 3 quarters.
  • Eldridge Investment Advisors's Eaton Vance Short Duration Income ETF position peaked at $2.88M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.