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Inspire Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Inspire 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
Q1 		$438K Hold
8,720
– – 0.04% 394
2025
Q4 		$439K Buy
8,720
+1,020
+13% +$51.4K 0.04% 353
2025
Q3 		$388K Buy
7,700
+65
+0.9% +$3.27K 0.04% 343
2025
Q2 		$382K Buy
+7,635
New +$380K 0.04% 336

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 $364M AUM 16.66% 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

Inspire Advisors's EVSM Position: Q1 2026 in Review

Inspire Advisors held its Eaton Vance Short Duration Municipal Income ETF (EVSM) position steady in Q1 2026 at 8,720 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #394.

Inspire Advisors first reported a position in EVSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $439K in Q4 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Inspire Advisors held 8,720 shares of Eaton Vance Short Duration Municipal Income ETF worth $438K as of Q1 2026.
  • Inspire Advisors left its Eaton Vance Short Duration Municipal Income ETF share count unchanged in Q1 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.04% of Inspire Advisors's portfolio in Q1 2026, its #394 holding.
  • Inspire Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Inspire Advisors's Eaton Vance Short Duration Municipal Income ETF position peaked at $439K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.