Raymond James Financial
EVSD

Raymond James Financial’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Raymond James Financial’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 		$24.5M Buy
481,906
+309,760
+180% +$15.9M 0.01% 1328
2025
Q4 		$8.86M Buy
172,146
+75,254
+78% +$3.88M ﹤0.01% 2072
2025
Q3 		$4.98M Buy
96,892
+47,411
+96% +$2.43M ﹤0.01% 2452
2025
Q2 		$2.53M Buy
49,481
+8,414
+20% +$428K ﹤0.01% 2886
2025
Q1 		$2.08M Buy
41,067
+2,760
+7% +$140K ﹤0.01% 2955
2024
Q4 		$1.93M Buy
+38,307
New +$1.94M ﹤0.01% 3000

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 $445B AUM 25.58% 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
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 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 $364M AUM 16.66% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 1-Year Est. Return

Raymond James Financial's EVSD Position: Q1 2026 in Review

Raymond James Financial increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 180% in Q1 2026, buying an estimated $15.9M and bringing the position to 481,906 shares worth $24.5M. The position accounts for 0.01% of the portfolio, ranked #1328.

Raymond James Financial first reported a position in EVSD in Q4 2024 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Raymond James Financial held 481,906 shares of Eaton Vance Short Duration Income ETF worth $24.5M as of Q1 2026.
  • Raymond James Financial bought 309,760 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $15.9M.
  • Eaton Vance Short Duration Income ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1328 holding.
  • Raymond James Financial first reported a position in Eaton Vance Short Duration Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.