Waverly Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Waverly Advisors’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	$5.28M	Sell	103,919 -3,375	-3%	-$172K	0.03%	434
2026 Q1	$5.47M	Sell	107,294 -2,580	-2%	-$133K	0.04%	391
2025 Q4	$5.65M	Sell	109,874 -11,267	-9%	-$580K	0.05%	348
2025 Q3	$6.23M	Sell	121,141 -16,105	-12%	-$827K	0.06%	284
2025 Q2	$7.02M	Sell	137,246 -20,982	-13%	-$1.07M	0.08%	241
2025 Q1	$8.03M	Sell	158,228 -28,328	-15%	-$1.44M	0.1%	212
2024 Q4	$9.42M	Sell	186,556 -60,803	-25%	-$3.08M	0.15%	148
2024 Q3	$12.6M	Buy	+247,359	New	+$12.5M	0.23%	88

Other funds holding EVSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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

Waverly Advisors's EVSD Position: Q2 2026 in Review

Waverly Advisors reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 3.1% in Q2 2026, selling an estimated $172K and leaving 103,919 shares worth $5.28M. The position accounts for 0.03% of the portfolio, ranked #434.

Waverly Advisors first reported a position in EVSD in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.6M in Q3 2024. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Waverly Advisors held 103,919 shares of Eaton Vance Short Duration Income ETF worth $5.28M as of Q2 2026.
Waverly Advisors sold 3,375 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $172K.
Eaton Vance Short Duration Income ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #434 holding.
Waverly Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q3 2024 and has held it in 8 quarters since.
Waverly Advisors's Eaton Vance Short Duration Income ETF position peaked at $12.6M in Q3 2024.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.