FH
EVSD

FWG Holdings’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

FWG Holdings’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 		$4.27M Buy
83,755
+12,505
+18% +$643K 1.61% 13
2025
Q4 		$3.67M Buy
+71,250
New +$3.67M 1.39% 16

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 $16.5B AUM 19.94% 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 $333M AUM 14.3% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

FWG Holdings's EVSD Position: Q1 2026 in Review

FWG Holdings increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 18% in Q1 2026, buying an estimated $643K and bringing the position to 83,755 shares worth $4.27M. The position accounts for 1.61% of the portfolio, ranked #13.

FWG Holdings first reported a position in EVSD in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • FWG Holdings held 83,755 shares of Eaton Vance Short Duration Income ETF worth $4.27M as of Q1 2026.
  • FWG Holdings bought 12,505 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $643K.
  • Eaton Vance Short Duration Income ETF made up 1.61% of FWG Holdings's portfolio in Q1 2026, its #13 holding.
  • FWG Holdings first reported a position in Eaton Vance Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on FWG Holdings's 13F filing for Q1 2026, filed 13 Apr 2026.