SAM Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

SAM Advisors’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	$2.02M	Buy	+39,714	New	+$2.04M	0.63%	23

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

SAM Advisors's EVSD Position: Q1 2026 in Review

SAM Advisors opened a new position in Eaton Vance Short Duration Income ETF (EVSD) in Q1 2026: 39,714 shares worth $2.02M. The stake represents 0.63% of the portfolio and ranks #23 among its holdings.

78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

SAM Advisors held 39,714 shares of Eaton Vance Short Duration Income ETF worth $2.02M as of Q1 2026.
Eaton Vance Short Duration Income ETF was a new SAM Advisors position in Q1 2026.
Eaton Vance Short Duration Income ETF made up 0.63% of SAM Advisors's portfolio in Q1 2026, its #23 holding.
78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on SAM Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.