WP
EVSD

Wealthspan Partners’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Wealthspan Partners’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 		$6.65M Buy
130,753
+1,318
+1% +$67.3K 2.1% 12
2026
Q1 		$6.59M Buy
129,435
+13,265
+11% +$682K 2.32% 12
2025
Q4 		$5.98M Sell
116,170
-6,489
-5% -$334K 2.17% 12
2025
Q3 		$6.31M Buy
122,659
+14,428
+13% +$741K 2.41% 12
2025
Q2 		$5.53M Buy
108,231
+41,305
+62% +$2.1M 2.29% 12
2025
Q1 		$3.4M Buy
+66,926
New +$3.39M 1.57% 17

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

Wealthspan Partners's EVSD Position: Q2 2026 in Review

Wealthspan Partners increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 1% in Q2 2026, buying an estimated $67.3K and bringing the position to 130,753 shares worth $6.65M. The position accounts for 2.1% of the portfolio, ranked #12.

Wealthspan Partners first reported a position in EVSD in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Wealthspan Partners held 130,753 shares of Eaton Vance Short Duration Income ETF worth $6.65M as of Q2 2026.
  • Wealthspan Partners bought 1,318 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $67.3K.
  • Eaton Vance Short Duration Income ETF made up 2.1% of Wealthspan Partners's portfolio in Q2 2026, its #12 holding.
  • Wealthspan Partners first reported a position in Eaton Vance Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.