Stonebridge Financial Group (Missouri)’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Stonebridge Financial Group (Missouri)’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	$378K	Buy	7,425 +24	+0.3%	+$1.23K	0.25%	96
2026 Q1	$377K	Buy	7,401 +2,643	+56%	+$136K	0.32%	87
2025 Q4	$245K	Buy	+4,758	New	+$245K	0.21%	131

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

Stonebridge Financial Group (Missouri)'s EVSD Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 0.32% in Q2 2026, buying an estimated $1.23K and bringing the position to 7,425 shares worth $378K. The position accounts for 0.25% of the portfolio, ranked #96.

Stonebridge Financial Group (Missouri) first reported a position in EVSD in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Stonebridge Financial Group (Missouri) held 7,425 shares of Eaton Vance Short Duration Income ETF worth $378K as of Q2 2026.
Stonebridge Financial Group (Missouri) bought 24 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $1.23K.
Eaton Vance Short Duration Income ETF made up 0.25% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #96 holding.
Stonebridge Financial Group (Missouri) first reported a position in Eaton Vance Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.