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 Q3	$2.08M	Buy	42,230 +1,616	+4%	+$80.8K	0.31%	59
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Tilson Financial Group New Providence, New Jersey $361M AUM 10.74% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Asset Allocation Strategies's EVSM Position: Q3 2026 in Review

Asset Allocation Strategies increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 4% in Q3 2026, buying an estimated $80.8K and bringing the position to 42,230 shares worth $2.08M. The position accounts for 0.31% of the portfolio, ranked #59.

Asset Allocation Strategies first reported a position in EVSM in Q1 2026 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

Asset Allocation Strategies held 42,230 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.08M as of Q3 2026.
Asset Allocation Strategies bought 1,616 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $80.8K.
Eaton Vance Short Duration Municipal Income ETF made up 0.31% of Asset Allocation Strategies's portfolio in Q3 2026, its #59 holding.
Asset Allocation Strategies first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
63 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.