SFC
EVSD

Strategic Financial Concepts’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Strategic Financial Concepts’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 		$289K Buy
+5,673
New +$292K 0.07% 219
2025
Q4 		– Sell
-5,356
Closed -$275K – 316
2025
Q3 		$275K Buy
+5,356
New +$275K 0.04% 205

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 $16.5B AUM 19.94% 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

Strategic Financial Concepts's EVSD Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Eaton Vance Short Duration Income ETF (EVSD) in Q1 2026: 5,673 shares worth $289K. The stake represents 0.07% of the portfolio and ranks #219 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in EVSD as recently as Q3 2025.

Strategic Financial Concepts first reported a position in EVSD in Q3 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Strategic Financial Concepts held 5,673 shares of Eaton Vance Short Duration Income ETF worth $289K as of Q1 2026.
  • Eaton Vance Short Duration Income ETF was a new Strategic Financial Concepts position in Q1 2026.
  • Eaton Vance Short Duration Income ETF made up 0.07% of Strategic Financial Concepts's portfolio in Q1 2026, its #219 holding.
  • Strategic Financial Concepts first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.