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 Q2	$4.13M	Buy	81,239 +16,839	+26%	+$856K	﹤0.01%	2971
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 $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

PAG

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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LPL Financial's EVSB Position: Q2 2026 in Review

LPL Financial increased its Eaton Vance Ultra-Short Income ETF (EVSB) stake by 26% in Q2 2026, buying an estimated $856K and bringing the position to 81,239 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

LPL Financial first reported a position in EVSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.33M in Q4 2025. 20 funds tracked by Wall St. Rank hold EVSB as of Q2 2026.

LPL Financial held 81,239 shares of Eaton Vance Ultra-Short Income ETF worth $4.13M as of Q2 2026.
LPL Financial bought 16,839 Eaton Vance Ultra-Short Income ETF shares in Q2 2026, an estimated $856K.
Eaton Vance Ultra-Short Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2971 holding.
LPL Financial first reported a position in Eaton Vance Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
LPL Financial's Eaton Vance Ultra-Short Income ETF position peaked at $5.33M in Q4 2025.
20 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.