Kestra Advisory Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Kestra Advisory Services’s Portfolio EVG Stock Details EVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,398	Closed	-$103K	–	3505
2025 Q4	$103K	Buy	+9,398	New	+$104K	﹤0.01%	3398
2025 Q1	–	Sell	-10,253	Closed	-$112K	–	2799
2024 Q4	$112K	Buy	+10,253	New	+$114K	﹤0.01%	2562
2021 Q4	–	Sell	-21,552	Closed	-$287K	–	2073
2021 Q3	$287K	Buy	21,552 +4,779	+28%	+$65K	﹤0.01%	1700
2021 Q2	$223K	Buy	16,773 +580	+4%	+$7.69K	﹤0.01%	1789
2021 Q1	$213K	Buy	16,193 +1,770	+12%	+$23.1K	﹤0.01%	1694
2020 Q4	$178K	Buy	14,423 +3,709	+35%	+$45.3K	﹤0.01%	1735
2020 Q3	$123K	Buy	+10,714	New	+$122K	﹤0.01%	1355

Other funds holding EVG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Kestra Advisory Services's EVG Position: Q1 2026 in Review

Kestra Advisory Services sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2026, closing a stake of 9,398 shares — an estimated $103K sold.

Kestra Advisory Services first reported a position in EVG in Q3 2020 and held it in 7 quarters. The position peaked at $287K in Q3 2021. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2026.

Kestra Advisory Services reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 9,398 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2026, an estimated $103K.
Kestra Advisory Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2020 and held it in 7 quarters.
Kestra Advisory Services's Eaton Vance Short Duration Diversified Income Fund position peaked at $287K in Q3 2021.
44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.