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
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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Eldridge Investment Advisors's EVSD Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 20% in Q1 2026, selling an estimated $573K and leaving 44,759 shares worth $2.28M. The position accounts for 0.5% of the portfolio, ranked #39.

Eldridge Investment Advisors first reported a position in EVSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.88M in Q4 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Eldridge Investment Advisors held 44,759 shares of Eaton Vance Short Duration Income ETF worth $2.28M as of Q1 2026.
  • Eldridge Investment Advisors sold 11,136 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $573K.
  • Eaton Vance Short Duration Income ETF made up 0.5% of Eldridge Investment Advisors's portfolio in Q1 2026, its #39 holding.
  • Eldridge Investment Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Eldridge Investment Advisors's Eaton Vance Short Duration Income ETF position peaked at $2.88M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.