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EVSD

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

Note 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
Q1 		$222K Hold
4,364
– – 0.11% 80
2025
Q4 		$225K Buy
+4,364
New +$225K 0.12% 77

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

Note Advisors's EVSD Position: Q1 2026 in Review

Note Advisors held its Eaton Vance Short Duration Income ETF (EVSD) position steady in Q1 2026 at 4,364 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #80.

Note Advisors first reported a position in EVSD in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Note Advisors held 4,364 shares of Eaton Vance Short Duration Income ETF worth $222K as of Q1 2026.
  • Note Advisors left its Eaton Vance Short Duration Income ETF share count unchanged in Q1 2026.
  • Eaton Vance Short Duration Income ETF made up 0.11% of Note Advisors's portfolio in Q1 2026, its #80 holding.
  • Note Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Note Advisors's Eaton Vance Short Duration Income ETF position peaked at $225K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.