LeClair Wealth Partners’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

LeClair Wealth 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
2026 Q1	$16.8M	Buy	+329,166	New	+$16.9M	5.79%	7

Other funds holding EVSD

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

LeClair Wealth Partners's EVSD Position: Q1 2026 in Review

LeClair Wealth Partners opened a new position in Eaton Vance Short Duration Income ETF (EVSD) in Q1 2026: 329,166 shares worth $16.8M. The stake represents 5.79% of the portfolio and ranks #7 among its holdings.

78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

LeClair Wealth Partners held 329,166 shares of Eaton Vance Short Duration Income ETF worth $16.8M as of Q1 2026.
Eaton Vance Short Duration Income ETF was a new LeClair Wealth Partners position in Q1 2026.
Eaton Vance Short Duration Income ETF made up 5.79% of LeClair Wealth Partners's portfolio in Q1 2026, its #7 holding.
78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.