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BlueStem Wealth Partners’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

BlueStem Wealth Partners’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
Q1 		$1.44M Sell
28,783
-705
-2% -$35.7K 0.16% 54
2025
Q4 		$1.49M Buy
+29,488
New +$1.49M 0.16% 53

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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 $333M AUM 14.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

BlueStem Wealth Partners's EVSM Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 2.4% in Q1 2026, selling an estimated $35.7K and leaving 28,783 shares worth $1.44M. The position accounts for 0.16% of the portfolio, ranked #54.

BlueStem Wealth Partners first reported a position in EVSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.49M in Q4 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • BlueStem Wealth Partners held 28,783 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.44M as of Q1 2026.
  • BlueStem Wealth Partners sold 705 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $35.7K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.16% of BlueStem Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • BlueStem Wealth Partners first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • BlueStem Wealth Partners's Eaton Vance Short Duration Municipal Income ETF position peaked at $1.49M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.