Envestnet Asset Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Envestnet Asset Management’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	$19.8M	Buy	389,668 +30,366	+8%	+$1.55M	﹤0.01%	1458
2026 Q1	$18.3M	Buy	359,302 +262,448	+271%	+$13.5M	﹤0.01%	1394
2025 Q4	$4.98M	Buy	96,854 +32,242	+50%	+$1.66M	﹤0.01%	2172
2025 Q3	$3.32M	Buy	64,612 +21,927	+51%	+$1.13M	﹤0.01%	2534
2025 Q2	$2.18M	Buy	42,685 +20,225	+90%	+$1.03M	﹤0.01%	2769
2025 Q1	$1.14M	Buy	+22,460	New	+$1.14M	﹤0.01%	3124

Other funds holding EVSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Envestnet Asset Management's EVSD Position: Q2 2026 in Review

Envestnet Asset Management increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 8.5% in Q2 2026, buying an estimated $1.55M and bringing the position to 389,668 shares worth $19.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Envestnet Asset Management first reported a position in EVSD in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Envestnet Asset Management held 389,668 shares of Eaton Vance Short Duration Income ETF worth $19.8M as of Q2 2026.
Envestnet Asset Management bought 30,366 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $1.55M.
Eaton Vance Short Duration Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1458 holding.
Envestnet Asset Management first reported a position in Eaton Vance Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.