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Independent Advisor Alliance’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Independent Advisor Alliance’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 		– Sell
-8,705
Closed -$437K – 1654
2026
Q1 		$437K Buy
+8,705
New +$440K ﹤0.01% 1170

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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Independent Advisor Alliance's EVSM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026, closing a stake of 8,705 shares — an estimated $437K sold.

Independent Advisor Alliance first reported a position in EVSM in Q1 2026 and held it in 1 quarter. The position peaked at $437K in Q1 2026. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,705 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $437K.
  • Independent Advisor Alliance first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Eaton Vance Short Duration Municipal Income ETF position peaked at $437K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.