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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

TFG

Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

MBA Advisors's EVSM Position: Q1 2026 in Review

MBA Advisors increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 2.8% in Q1 2026, buying an estimated $28.4K and bringing the position to 20,861 shares worth $1.05M. The position accounts for 0.4% of the portfolio, ranked #57.

MBA Advisors first reported a position in EVSM in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

MBA Advisors held 20,861 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.05M as of Q1 2026.
MBA Advisors bought 561 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $28.4K.
Eaton Vance Short Duration Municipal Income ETF made up 0.4% of MBA Advisors's portfolio in Q1 2026, its #57 holding.
MBA Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.