IWM
EVSD

IHT Wealth Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

IHT Wealth 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
Q1 		$8.1M Buy
159,020
+4,244
+3% +$218K 0.19% 107
2025
Q4 		$7.96M Buy
154,776
+11,232
+8% +$578K 0.19% 106
2025
Q3 		$7.38M Buy
143,544
+9,796
+7% +$503K 0.19% 112
2025
Q2 		$6.84M Buy
133,748
+11,945
+10% +$607K 0.19% 114
2025
Q1 		$6.18M Buy
+121,803
New +$6.18M 0.19% 108

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

IHT Wealth Management's EVSD Position: Q1 2026 in Review

IHT Wealth Management increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 2.7% in Q1 2026, buying an estimated $218K and bringing the position to 159,020 shares worth $8.1M. The position accounts for 0.19% of the portfolio, ranked #107.

IHT Wealth Management first reported a position in EVSD in Q1 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • IHT Wealth Management held 159,020 shares of Eaton Vance Short Duration Income ETF worth $8.1M as of Q1 2026.
  • IHT Wealth Management bought 4,244 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $218K.
  • Eaton Vance Short Duration Income ETF made up 0.19% of IHT Wealth Management's portfolio in Q1 2026, its #107 holding.
  • IHT Wealth Management first reported a position in Eaton Vance Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.