Lakeridge Wealth Management
EVSM icon

Lakeridge Wealth Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Lakeridge Wealth Management’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
Q3 		– Sell
-3,977
Closed -$200K – 193
2026
Q2 		$200K Buy
+3,977
New +$200K 0.07% 184

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A
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Lakeridge Wealth Management's EVSM Position: Q3 2026 in Review

Lakeridge Wealth Management sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q3 2026, closing a stake of 3,977 shares — an estimated $200K sold.

Lakeridge Wealth Management first reported a position in EVSM in Q2 2026 and held it in 1 quarter. The position peaked at $200K in Q2 2026. 97 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

  • Lakeridge Wealth Management reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
  • Lakeridge Wealth Management sold 3,977 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $200K.
  • Lakeridge Wealth Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2026 and held it in 1 quarter.
  • Lakeridge Wealth Management's Eaton Vance Short Duration Municipal Income ETF position peaked at $200K in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Lakeridge Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.