GRP
EVSD

Global Retirement Partners’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Global Retirement Partners’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
2025
Q4 		$178K Buy
3,466
+24
+0.7% +$1.24K ﹤0.01% 1539
2025
Q3 		$177K Buy
3,442
+560
+19% +$28.7K ﹤0.01% 1239
2025
Q2 		$147K Buy
+2,882
New +$147K ﹤0.01% 1238
2024
Q4 		$192K Buy
3,798
+3,468
+1,051% +$175K 0.01% 974
2024
Q3 		$16.8K Hold
330
– – ﹤0.01% 2071
2024
Q2 		$16.4K Buy
+330
New +$16.5K ﹤0.01% 2086

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Global Retirement Partners's EVSD Position: Q4 2025 in Review

Global Retirement Partners increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 0.7% in Q4 2025, buying an estimated $1.24K and bringing the position to 3,466 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Global Retirement Partners first reported a position in EVSD in Q2 2024 and has held it in 6 quarters since. The position peaked at $192K in Q4 2024. 65 funds tracked by Wall St. Rank hold EVSD as of Q4 2025.

  • Global Retirement Partners held 3,466 shares of Eaton Vance Short Duration Income ETF worth $178K as of Q4 2025.
  • Global Retirement Partners bought 24 Eaton Vance Short Duration Income ETF shares in Q4 2025, an estimated $1.24K.
  • Eaton Vance Short Duration Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1539 holding.
  • Global Retirement Partners first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's Eaton Vance Short Duration Income ETF position peaked at $192K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.