Asset Allocation Strategies
EVSM icon

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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Tilson Financial Group
Tilson Financial Group New Providence, New Jersey $361M AUM 10.74% 1-Year Est. Return
Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Certified Advisory Corp
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. 56 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.
  • 56 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.