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 Q2	$7.98M	Sell	157,002 -2,018	-1%	-$103K	0.17%	120
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

IHT Wealth Management's EVSD Position: Q2 2026 in Review

IHT Wealth Management reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 1.3% in Q2 2026, selling an estimated $103K and leaving 157,002 shares worth $7.98M. The position accounts for 0.17% of the portfolio, ranked #120.

IHT Wealth Management first reported a position in EVSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.1M in Q1 2026. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

IHT Wealth Management held 157,002 shares of Eaton Vance Short Duration Income ETF worth $7.98M as of Q2 2026.
IHT Wealth Management sold 2,018 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $103K.
Eaton Vance Short Duration Income ETF made up 0.17% of IHT Wealth Management's portfolio in Q2 2026, its #120 holding.
IHT Wealth Management first reported a position in Eaton Vance Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
IHT Wealth Management's Eaton Vance Short Duration Income ETF position peaked at $8.1M in Q1 2026.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.