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
Q2 		$321K Buy
6,310
+637
+11% +$32.5K 0.1% 173
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 $1.89T 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

Strategic Financial Concepts's EVSD Position: Q2 2026 in Review

Strategic Financial Concepts increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 11% in Q2 2026, buying an estimated $32.5K and bringing the position to 6,310 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #173.

Strategic Financial Concepts first reported a position in EVSD in Q3 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Strategic Financial Concepts held 6,310 shares of Eaton Vance Short Duration Income ETF worth $321K as of Q2 2026.
  • Strategic Financial Concepts bought 637 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $32.5K.
  • Eaton Vance Short Duration Income ETF made up 0.1% of Strategic Financial Concepts's portfolio in Q2 2026, its #173 holding.
  • Strategic Financial Concepts first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.