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
Q2 		$297K Sell
5,819
-5,030
-46% -$257K 0.01% 830
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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
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
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

StoneX Group's EVSD Position: Q2 2026 in Review

StoneX Group reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 46% in Q2 2026, selling an estimated $257K and leaving 5,819 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #830.

StoneX Group first reported a position in EVSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q3 2025. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • StoneX Group held 5,819 shares of Eaton Vance Short Duration Income ETF worth $297K as of Q2 2026.
  • StoneX Group sold 5,030 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $257K.
  • Eaton Vance Short Duration Income ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #830 holding.
  • StoneX Group first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • StoneX Group's Eaton Vance Short Duration Income ETF position peaked at $1.21M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.