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Diversified Portfolios Inc’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Diversified Portfolios Inc’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 		$7.56M Buy
150,334
+69,093
+85% +$3.48M 0.55% 38
2026
Q1 		$4.08M Buy
81,241
+17,476
+27% +$884K 0.34% 47
2025
Q4 		$3.21M Buy
63,765
+39,585
+164% +$2M 0.27% 55
2025
Q3 		$1.22M Buy
24,180
+19,017
+368% +$957K 0.11% 81
2025
Q2 		$258K Buy
+5,163
New +$257K 0.02% 147

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Diversified Portfolios Inc's EVSM Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 85% in Q2 2026, buying an estimated $3.48M and bringing the position to 150,334 shares worth $7.56M. The position accounts for 0.55% of the portfolio, ranked #38.

Diversified Portfolios Inc first reported a position in EVSM in Q2 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Diversified Portfolios Inc held 150,334 shares of Eaton Vance Short Duration Municipal Income ETF worth $7.56M as of Q2 2026.
  • Diversified Portfolios Inc bought 69,093 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $3.48M.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.55% of Diversified Portfolios Inc's portfolio in Q2 2026, its #38 holding.
  • Diversified Portfolios Inc first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.