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
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 $1.66T 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
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
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

Per Stirling Capital Management's EVSD Position: Q1 2026 in Review

Per Stirling Capital Management increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 0.61% in Q1 2026, buying an estimated $105K and bringing the position to 339,034 shares worth $17.3M. The position accounts for 1.91% of the portfolio, ranked #10.

Per Stirling Capital Management first reported a position in EVSD in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.3M in Q4 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Per Stirling Capital Management held 339,034 shares of Eaton Vance Short Duration Income ETF worth $17.3M as of Q1 2026.
  • Per Stirling Capital Management bought 2,044 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $105K.
  • Eaton Vance Short Duration Income ETF made up 1.91% of Per Stirling Capital Management's portfolio in Q1 2026, its #10 holding.
  • Per Stirling Capital Management first reported a position in Eaton Vance Short Duration Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Per Stirling Capital Management's Eaton Vance Short Duration Income ETF position peaked at $17.3M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.