MFG
EVSD

Merit Financial Group’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Merit Financial Group’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 		$4.36M Buy
85,729
+3,184
+4% +$162K 0.03% 474
2026
Q1 		$4.2M Buy
82,545
+10,847
+15% +$558K 0.03% 439
2025
Q4 		$3.69M Buy
71,698
+2,077
+3% +$107K 0.03% 439
2025
Q3 		$3.58M Buy
69,621
+856
+1% +$43.9K 0.03% 394
2025
Q2 		$3.52M Buy
68,765
+1,122
+2% +$57.1K 0.04% 359
2025
Q1 		$3.43M Buy
67,643
+60,919
+906% +$3.09M 0.05% 285
2024
Q4 		$339K Hold
6,724
– – 0.01% 879
2024
Q3 		$342K Buy
+6,724
New +$340K 0.01% 641

Other funds holding EVSD

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's EVSD Position: Q2 2026 in Review

Merit Financial Group increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 3.9% in Q2 2026, buying an estimated $162K and bringing the position to 85,729 shares worth $4.36M. The position accounts for 0.03% of the portfolio, ranked #474.

Merit Financial Group first reported a position in EVSD in Q3 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Merit Financial Group held 85,729 shares of Eaton Vance Short Duration Income ETF worth $4.36M as of Q2 2026.
  • Merit Financial Group bought 3,184 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $162K.
  • Eaton Vance Short Duration Income ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #474 holding.
  • Merit Financial Group first reported a position in Eaton Vance Short Duration Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 10 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.