Cambridge Investment Research Advisors
EVSM icon

Cambridge Investment Research Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Cambridge Investment Research Advisors’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 		$1.39M Sell
27,671
-3,719
-12% -$187K ﹤0.01% 1991
2026
Q1 		$1.57M Sell
31,390
-40,489
-56% -$2.05M ﹤0.01% 1799
2025
Q4 		$3.62M Buy
71,879
+12,190
+20% +$614K 0.01% 1108
2025
Q3 		$3.01M Buy
59,689
+10,606
+22% +$534K 0.01% 1215
2025
Q2 		$2.45M Buy
49,083
+28,513
+139% +$1.42M 0.01% 1274
2025
Q1 		$1.02M Buy
20,570
+8,646
+73% +$432K ﹤0.01% 1855
2024
Q4 		$595K Buy
11,924
+7,890
+196% +$395K ﹤0.01% 2278
2024
Q3 		$203K Buy
+4,034
New +$202K ﹤0.01% 3143

Other funds holding EVSM

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
MA
MBA Advisors Hermitage, Pennsylvania $297M AUM 20.52% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

Cambridge Investment Research Advisors's EVSM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 12% in Q2 2026, selling an estimated $187K and leaving 27,671 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Cambridge Investment Research Advisors first reported a position in EVSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.62M in Q4 2025. 35 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Cambridge Investment Research Advisors held 27,671 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.39M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 3,719 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $187K.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1991 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Cambridge Investment Research Advisors's Eaton Vance Short Duration Municipal Income ETF position peaked at $3.62M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.