MAM
EVSD

MMA Asset Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

MMA Asset 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 		$412K Buy
8,086
+1,002
+14% +$51.5K 0.15% 129
2025
Q4 		$364K Sell
7,084
-1,188
-14% -$61.2K 0.13% 133
2025
Q3 		$425K Buy
+8,272
New +$425K 0.14% 118

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 $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
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
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

MMA Asset Management's EVSD Position: Q1 2026 in Review

MMA Asset Management increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 14% in Q1 2026, buying an estimated $51.5K and bringing the position to 8,086 shares worth $412K. The position accounts for 0.15% of the portfolio, ranked #129.

MMA Asset Management first reported a position in EVSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $425K in Q3 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • MMA Asset Management held 8,086 shares of Eaton Vance Short Duration Income ETF worth $412K as of Q1 2026.
  • MMA Asset Management bought 1,002 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $51.5K.
  • Eaton Vance Short Duration Income ETF made up 0.15% of MMA Asset Management's portfolio in Q1 2026, its #129 holding.
  • MMA Asset Management first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • MMA Asset Management's Eaton Vance Short Duration Income ETF position peaked at $425K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.