FSA Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

FSA Advisors’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	$267K	Sell	24,746 -4,431	-15%	-$47.6K	0.12%	216
2026 Q1	$312K	Sell	29,177 -7,242	-20%	-$78.7K	0.21%	147
2025 Q4	$398K	Sell	36,419 -4,677	-11%	-$51.7K	0.28%	105
2025 Q3	$465K	Sell	41,096 -1,997	-5%	-$22.4K	0.37%	80
2025 Q2	$475K	Buy	43,093 +5,188	+14%	+$56K	0.39%	82
2025 Q1	$416K	Buy	+37,905	New	+$419K	0.33%	95
2024 Q4	–	Sell	-19,770	Closed	-$221K	–	152
2024 Q3	$221K	Buy	19,770 +2,072	+12%	+$22.9K	0.22%	129
2024 Q2	$191K	Buy	17,698 +1,921	+12%	+$20.5K	0.2%	131
2024 Q1	$167K	Buy	+15,777	New	+$167K	0.18%	132

Other funds holding EVG

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FSA Advisors's EVG Position: Q2 2026 in Review

FSA Advisors reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 15% in Q2 2026, selling an estimated $47.6K and leaving 24,746 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #216.

FSA Advisors first reported a position in EVG in Q1 2024 and has held it in 9 quarters since. The position peaked at $475K in Q2 2025. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

FSA Advisors held 24,746 shares of Eaton Vance Short Duration Diversified Income Fund worth $267K as of Q2 2026.
FSA Advisors sold 4,431 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $47.6K.
Eaton Vance Short Duration Diversified Income Fund made up 0.12% of FSA Advisors's portfolio in Q2 2026, its #216 holding.
FSA Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2024 and has held it in 9 quarters since.
FSA Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $475K in Q2 2025.
41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.