IFP Advisors
EVSD icon

IFP Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

IFP 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
Q3 		$218K Buy
4,378
+732
+20% +$37.1K ﹤0.01% 1484
2026
Q2 		$185K Buy
3,646
+505
+16% +$25.8K ﹤0.01% 1581
2026
Q1 		$160K Buy
3,141
+123
+4% +$6.32K ﹤0.01% 1521
2025
Q4 		$155K Buy
+3,018
New +$155K ﹤0.01% 1515

Other funds holding EVSD

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
NFP
NorthLanding Financial Partners Rochester, New York $143M AUM 11.44% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

IFP Advisors's EVSD Position: Q3 2026 in Review

IFP Advisors increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 20% in Q3 2026, buying an estimated $37.1K and bringing the position to 4,378 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

IFP Advisors first reported a position in EVSD in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold EVSD as of Q3 2026.

  • IFP Advisors held 4,378 shares of Eaton Vance Short Duration Income ETF worth $218K as of Q3 2026.
  • IFP Advisors bought 732 Eaton Vance Short Duration Income ETF shares in Q3 2026, an estimated $37.1K.
  • Eaton Vance Short Duration Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1484 holding.
  • IFP Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.