LPL Financial’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

LPL Financial’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	$3.27M	Sell	64,400 -40,372	-39%	-$2.06M	﹤0.01%	3028
2025 Q4	$5.33M	Buy	104,772 +6,059	+6%	+$309K	﹤0.01%	2482
2025 Q3	$5.03M	Buy	98,713 +25,195	+34%	+$1.28M	﹤0.01%	2453
2025 Q2	$3.74M	Buy	73,518 +9,913	+16%	+$504K	﹤0.01%	2551
2025 Q1	$3.23M	Buy	+63,605	New	+$3.23M	﹤0.01%	2506

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LPL Financial's EVSB Position: Q1 2026 in Review

LPL Financial reduced its Eaton Vance Ultra-Short Income ETF (EVSB) stake by 39% in Q1 2026, selling an estimated $2.06M and leaving 64,400 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3028.

LPL Financial first reported a position in EVSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.33M in Q4 2025. 17 funds tracked by Wall St. Rank hold EVSB as of Q1 2026.

LPL Financial held 64,400 shares of Eaton Vance Ultra-Short Income ETF worth $3.27M as of Q1 2026.
LPL Financial sold 40,372 Eaton Vance Ultra-Short Income ETF shares in Q1 2026, an estimated $2.06M.
Eaton Vance Ultra-Short Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3028 holding.
LPL Financial first reported a position in Eaton Vance Ultra-Short Income ETF in Q1 2025 and has held it in 5 quarters since.
LPL Financial's Eaton Vance Ultra-Short Income ETF position peaked at $5.33M in Q4 2025.
17 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.