Osaic Holdings’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Osaic Holdings’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	$4.34M	Buy	85,318 +26,906	+46%	+$1.37M	0.01%	1636
2026 Q1	$2.98M	Buy	58,412 +20,783	+55%	+$1.07M	﹤0.01%	1758
2025 Q4	$1.94M	Buy	37,629 +3,522	+10%	+$181K	﹤0.01%	2124
2025 Q3	$1.75M	Buy	34,107 +18,267	+115%	+$938K	﹤0.01%	2291
2025 Q2	$810K	Sell	15,840 -45,496	-74%	-$2.31M	﹤0.01%	2692
2025 Q1	$3.11M	Buy	61,336 +54,070	+744%	+$2.74M	0.01%	1336
2024 Q4	$367K	Sell	7,266 -2,009	-22%	-$102K	﹤0.01%	3071
2024 Q3	$472K	Buy	9,275 +4,325	+87%	+$219K	﹤0.01%	2920
2024 Q2	$246K	Buy	+4,950	New	+$247K	﹤0.01%	3372

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

Osaic Holdings's EVSD Position: Q2 2026 in Review

Osaic Holdings increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 46% in Q2 2026, buying an estimated $1.37M and bringing the position to 85,318 shares worth $4.34M. The position accounts for 0.01% of the portfolio, ranked #1636.

Osaic Holdings first reported a position in EVSD in Q2 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Osaic Holdings held 85,318 shares of Eaton Vance Short Duration Income ETF worth $4.34M as of Q2 2026.
Osaic Holdings bought 26,906 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $1.37M.
Eaton Vance Short Duration Income ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1636 holding.
Osaic Holdings first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.