LOIM
EVSD

Liberty One Investment Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Liberty One Investment 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 		$2.8M Buy
54,897
+17,050
+45% +$877K 0.29% 69
2025
Q4 		$1.95M Buy
+37,847
New +$1.95M 0.25% 72

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 $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $364M AUM 16.66% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Liberty One Investment Management's EVSD Position: Q1 2026 in Review

Liberty One Investment Management increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 45% in Q1 2026, buying an estimated $877K and bringing the position to 54,897 shares worth $2.8M. The position accounts for 0.29% of the portfolio, ranked #69.

Liberty One Investment Management first reported a position in EVSD in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Liberty One Investment Management held 54,897 shares of Eaton Vance Short Duration Income ETF worth $2.8M as of Q1 2026.
  • Liberty One Investment Management bought 17,050 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $877K.
  • Eaton Vance Short Duration Income ETF made up 0.29% of Liberty One Investment Management's portfolio in Q1 2026, its #69 holding.
  • Liberty One Investment Management first reported a position in Eaton Vance Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.