Platform Technology Partners’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Platform Technology Partners’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	$14.7M	Buy	289,968 +29,734	+11%	+$1.52M	2.41%	5
2026 Q1	$13.3M	Buy	260,234 +10,833	+4%	+$557K	2.56%	5
2025 Q4	$12.8M	Buy	249,401 +53,273	+27%	+$2.74M	2.73%	5
2025 Q3	$10.1M	Buy	196,128 +29,746	+18%	+$1.53M	2.42%	5
2025 Q2	$8.51M	Buy	166,382 +6,770	+4%	+$344K	2.22%	6
2025 Q1	$8.1M	Buy	159,612 +21,984	+16%	+$1.12M	2.36%	6
2024 Q4	$6.95M	Buy	+137,628	New	+$6.96M	2.1%	8

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

Platform Technology Partners's EVSD Position: Q2 2026 in Review

Platform Technology Partners increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 11% in Q2 2026, buying an estimated $1.52M and bringing the position to 289,968 shares worth $14.7M. The position accounts for 2.41% of the portfolio, ranked #5.

Platform Technology Partners first reported a position in EVSD in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Platform Technology Partners held 289,968 shares of Eaton Vance Short Duration Income ETF worth $14.7M as of Q2 2026.
Platform Technology Partners bought 29,734 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $1.52M.
Eaton Vance Short Duration Income ETF made up 2.41% of Platform Technology Partners's portfolio in Q2 2026, its #5 holding.
Platform Technology Partners first reported a position in Eaton Vance Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.