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MBA Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

MBA Advisors’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
Q2 		$1.02M Sell
20,186
-675
-3% -$34K 0.34% 58
2026
Q1 		$1.05M Buy
20,861
+561
+3% +$28.4K 0.4% 57
2025
Q4 		$1.02M Buy
20,300
+5,705
+39% +$288K 0.41% 53
2025
Q3 		$736K Buy
14,595
+1,805
+14% +$90.8K 0.31% 65
2025
Q2 		$640K Buy
12,790
+1,690
+15% +$84.1K 0.3% 69
2025
Q1 		$553K Buy
11,100
+6,503
+141% +$325K 0.27% 74
2024
Q4 		$229K Buy
+4,597
New +$230K 0.12% 120

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

MBA Advisors's EVSM Position: Q2 2026 in Review

MBA Advisors reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 3.2% in Q2 2026, selling an estimated $34K and leaving 20,186 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #58.

MBA Advisors first reported a position in EVSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2026. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • MBA Advisors held 20,186 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.02M as of Q2 2026.
  • MBA Advisors sold 675 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $34K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.34% of MBA Advisors's portfolio in Q2 2026, its #58 holding.
  • MBA Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • MBA Advisors's Eaton Vance Short Duration Municipal Income ETF position peaked at $1.05M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.