Melfa Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Melfa Wealth Management’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 Q2	$275K	Sell	25,542 -103	-0.4%	-$1.11K	0.15%	133
2026 Q1	$274K	Sell	25,645 -308	-1%	-$3.35K	0.16%	129
2025 Q4	$283K	Hold	25,953	–	–	0.16%	133
2025 Q3	$294K	Hold	25,953	–	–	0.17%	136
2025 Q2	$286K	Hold	25,953	–	–	0.18%	133
2025 Q1	$285K	Hold	25,953	–	–	0.19%	123
2024 Q4	$283K	Sell	25,953 -98	-0.4%	-$1.09K	0.19%	127
2024 Q3	$291K	Sell	26,051 -227	-0.9%	-$2.51K	0.19%	122
2024 Q2	$284K	Sell	26,278 -456	-2%	-$4.88K	0.2%	122
2024 Q1	$282K	Sell	26,734 -522	-2%	-$5.54K	0.2%	116
2023 Q4	$283K	Sell	27,256 -641	-2%	-$6.49K	0.27%	85
2023 Q3	$289K	Buy	27,897 +152	+0.5%	+$1.53K	0.31%	77
2023 Q2	$272K	Buy	27,745 +1,684	+6%	+$16.5K	0.28%	85
2023 Q1	$272K	Sell	26,061 -3,477	-12%	-$36.5K	0.27%	87
2022 Q4	$301K	Buy	+29,538	New	+$315K	0.31%	83

Other funds holding EVG

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Melfa Wealth Management's EVG Position: Q2 2026 in Review

Melfa Wealth Management reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 0.4% in Q2 2026, selling an estimated $1.11K and leaving 25,542 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #133.

Melfa Wealth Management first reported a position in EVG in Q4 2022 and has held it in 15 quarters since. The position peaked at $301K in Q4 2022. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

Melfa Wealth Management held 25,542 shares of Eaton Vance Short Duration Diversified Income Fund worth $275K as of Q2 2026.
Melfa Wealth Management sold 103 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $1.11K.
Eaton Vance Short Duration Diversified Income Fund made up 0.15% of Melfa Wealth Management's portfolio in Q2 2026, its #133 holding.
Melfa Wealth Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $301K in Q4 2022.
41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.