NewEdge Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

NewEdge Advisors’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	$434K	Buy	8,536 +8,141	+2,061%	+$415K	﹤0.01%	2229
2026 Q1	$20.1K	Hold	395	–	–	﹤0.01%	3194
2025 Q4	$20.3K	Hold	395	–	–	﹤0.01%	3254
2025 Q3	$20.3K	Buy	+395	New	+$20.3K	﹤0.01%	3118

Other funds holding EVSD

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

NewEdge Advisors's EVSD Position: Q2 2026 in Review

NewEdge Advisors increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 2,061% in Q2 2026, buying an estimated $415K and bringing the position to 8,536 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

NewEdge Advisors first reported a position in EVSD in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

NewEdge Advisors held 8,536 shares of Eaton Vance Short Duration Income ETF worth $434K as of Q2 2026.
NewEdge Advisors bought 8,141 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $415K.
Eaton Vance Short Duration Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2229 holding.
NewEdge Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.