SG
EVSD

StoneX Group’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

StoneX Group’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 		$555K Buy
+10,849
New +$558K 0.03% 390
2025
Q4 		– Sell
-23,500
Closed -$1.21M – 1200
2025
Q3 		$1.21M Buy
+23,500
New +$1.21M 0.05% 308

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 $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
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
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

StoneX Group's EVSD Position: Q1 2026 in Review

StoneX Group opened a new position in Eaton Vance Short Duration Income ETF (EVSD) in Q1 2026: 10,849 shares worth $555K. The stake represents 0.03% of the portfolio and ranks #390 among its holdings. This is a return to the name: StoneX Group previously reported a position in EVSD as recently as Q3 2025.

StoneX Group first reported a position in EVSD in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.21M in Q3 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • StoneX Group held 10,849 shares of Eaton Vance Short Duration Income ETF worth $555K as of Q1 2026.
  • Eaton Vance Short Duration Income ETF was a new StoneX Group position in Q1 2026.
  • Eaton Vance Short Duration Income ETF made up 0.03% of StoneX Group's portfolio in Q1 2026, its #390 holding.
  • StoneX Group first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 2 quarters since.
  • StoneX Group's Eaton Vance Short Duration Income ETF position peaked at $1.21M in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.