PSCM
EVSD

Per Stirling Capital Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Per Stirling Capital 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
Q2 		$27.6M Buy
542,407
+203,373
+60% +$10.4M 2.62% 5
2026
Q1 		$17.3M Buy
339,034
+2,044
+0.6% +$105K 1.91% 10
2025
Q4 		$17.3M Buy
336,990
+19,708
+6% +$1.02M 1.95% 8
2025
Q3 		$16.3M Buy
317,282
+74,145
+30% +$3.81M 1.95% 7
2025
Q2 		$12.4M Buy
+243,137
New +$12.4M 1.62% 17

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
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
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
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Per Stirling Capital Management's EVSD Position: Q2 2026 in Review

Per Stirling Capital Management increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 60% in Q2 2026, buying an estimated $10.4M and bringing the position to 542,407 shares worth $27.6M. The position accounts for 2.62% of the portfolio, ranked #5.

Per Stirling Capital Management first reported a position in EVSD in Q2 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Per Stirling Capital Management held 542,407 shares of Eaton Vance Short Duration Income ETF worth $27.6M as of Q2 2026.
  • Per Stirling Capital Management bought 203,373 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $10.4M.
  • Eaton Vance Short Duration Income ETF made up 2.62% of Per Stirling Capital Management's portfolio in Q2 2026, its #5 holding.
  • Per Stirling Capital Management first reported a position in Eaton Vance Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.