Northwestern Mutual Wealth Management
EVSD

Northwestern Mutual Wealth Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Northwestern Mutual Wealth 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 		$80.4K Buy
+1,578
New +$81.1K ﹤0.01% 2267
2025
Q4 		– Sell
-89
Closed -$4.58K – 4279
2025
Q3 		$4.58K Buy
+89
New +$4.57K ﹤0.01% 3172
2024
Q3 		– Sell
-15,627
Closed -$778K – 3875
2024
Q2 		$778K Buy
+15,627
New +$781K ﹤0.01% 1105

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

Northwestern Mutual Wealth Management's EVSD Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Eaton Vance Short Duration Income ETF (EVSD) in Q1 2026: 1,578 shares worth $80.4K. The stake represents ﹤0.01% of the portfolio and ranks #2267 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in EVSD as recently as Q3 2025.

Northwestern Mutual Wealth Management first reported a position in EVSD in Q2 2024 and has held it in 3 quarters since. The position peaked at $778K in Q2 2024. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,578 shares of Eaton Vance Short Duration Income ETF worth $80.4K as of Q1 2026.
  • Eaton Vance Short Duration Income ETF was a new Northwestern Mutual Wealth Management position in Q1 2026.
  • Eaton Vance Short Duration Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2267 holding.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 3 quarters since.
  • Northwestern Mutual Wealth Management's Eaton Vance Short Duration Income ETF position peaked at $778K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.