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 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 $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Osaic Holdings's EVSD Position: Q1 2026 in Review

Osaic Holdings increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 55% in Q1 2026, buying an estimated $1.07M and bringing the position to 58,412 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Osaic Holdings first reported a position in EVSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.11M in Q1 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

Osaic Holdings held 58,412 shares of Eaton Vance Short Duration Income ETF worth $2.98M as of Q1 2026.
Osaic Holdings bought 20,783 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $1.07M.
Eaton Vance Short Duration Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1758 holding.
Osaic Holdings first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
Osaic Holdings's Eaton Vance Short Duration Income ETF position peaked at $3.11M in Q1 2025.
78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.