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Baker Tilly Wealth Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Baker Tilly Wealth Management’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 		$1.04M Buy
+21,213
New +$1.06M 0.2% 85

Other funds holding EVSM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Baker Tilly Wealth Management's EVSM Position: Q3 2026 in Review

Baker Tilly Wealth Management opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q3 2026: 21,213 shares worth $1.04M. The stake represents 0.2% of the portfolio and ranks #85 among its holdings.

3 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

  • Baker Tilly Wealth Management held 21,213 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.04M as of Q3 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Baker Tilly Wealth Management position in Q3 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.2% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #85 holding.
  • 3 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.