TFG
EVSD

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

Tilson Financial 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 		$17.2M Buy
338,935
+7,695
+2% +$393K 4.74% 5
2026
Q1 		$16.9M Buy
331,240
+9,060
+3% +$466K 5.06% 5
2025
Q4 		$16.6M Buy
322,180
+34,349
+12% +$1.77M 5.1% 5
2025
Q3 		$14.8M Buy
287,831
+283,315
+6,274% +$14.5M 4.86% 5
2025
Q2 		$231K Buy
+4,516
New +$230K 0.09% 71

Other funds holding EVSD

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Tilson Financial Group's EVSD Position: Q2 2026 in Review

Tilson Financial Group increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 2.3% in Q2 2026, buying an estimated $393K and bringing the position to 338,935 shares worth $17.2M. The position accounts for 4.74% of the portfolio, ranked #5.

Tilson Financial Group first reported a position in EVSD in Q2 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Tilson Financial Group held 338,935 shares of Eaton Vance Short Duration Income ETF worth $17.2M as of Q2 2026.
  • Tilson Financial Group bought 7,695 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $393K.
  • Eaton Vance Short Duration Income ETF made up 4.74% of Tilson Financial Group's portfolio in Q2 2026, its #5 holding.
  • Tilson Financial Group first reported a position in Eaton Vance Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.