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Asset Allocation Strategies’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Asset Allocation Strategies’s Portfolio EVSM Stock Details EVSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04M Buy
40,614
+8,016
+25% +$403K 0.31% 62
2026
Q1 		$1.64M Buy
+32,598
New +$1.65M 0.29% 65

Other funds holding EVSM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Asset Allocation Strategies's EVSM Position: Q2 2026 in Review

Asset Allocation Strategies increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 25% in Q2 2026, buying an estimated $403K and bringing the position to 40,614 shares worth $2.04M. The position accounts for 0.31% of the portfolio, ranked #62.

Asset Allocation Strategies first reported a position in EVSM in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Asset Allocation Strategies held 40,614 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.04M as of Q2 2026.
  • Asset Allocation Strategies bought 8,016 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $403K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.31% of Asset Allocation Strategies's portfolio in Q2 2026, its #62 holding.
  • Asset Allocation Strategies first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.