Laurel Wealth Advisors (North Carolina)’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio EVSB Stock Details EVSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-193	Closed	-$9.82K	–	336
2025 Q4	$9.82K	Buy	+193	New	+$9.85K	﹤0.01%	486
2025 Q2	–	Sell	-193	Closed	-$9.8K	–	340
2025 Q1	$9.8K	Hold	193	–	–	﹤0.01%	477
2024 Q4	$9.78K	Buy	+193	New	+$9.79K	﹤0.01%	489

Other funds holding EVSB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EVSB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Eaton Vance Ultra-Short Income ETF (EVSB) in Q1 2026, closing a stake of 193 shares — an estimated $9.82K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EVSB in Q4 2024 and held it in 3 quarters. The position peaked at $9.82K in Q4 2025. 17 funds tracked by Wall St. Rank hold EVSB as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Eaton Vance Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 193 Eaton Vance Ultra-Short Income ETF shares in Q1 2026, an estimated $9.82K.
Laurel Wealth Advisors (North Carolina) first reported a position in Eaton Vance Ultra-Short Income ETF in Q4 2024 and held it in 3 quarters.
Laurel Wealth Advisors (North Carolina)'s Eaton Vance Ultra-Short Income ETF position peaked at $9.82K in Q4 2025.
17 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.