Jones Financial Companies
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Jones Financial Companies’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Jones Financial Companies’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 		$156K Buy
+3,104
New +$157K ﹤0.01% 2491

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GWAG
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P
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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

Jones Financial Companies's EVSM Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2026: 3,104 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #2491 among its holdings.

93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Jones Financial Companies held 3,104 shares of Eaton Vance Short Duration Municipal Income ETF worth $156K as of Q1 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Jones Financial Companies position in Q1 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2491 holding.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.