Nations Financial Group
EVSM icon

Nations Financial Group’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Nations Financial Group’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
Q3 		$242K Hold
4,925
– – 0.01% 697
2026
Q2 		$248K Sell
4,925
-50
-1% -$2.52K 0.01% 692
2026
Q1 		$250K Buy
+4,975
New +$252K 0.01% 680

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Nations Financial Group's EVSM Position: Q3 2026 in Review

Nations Financial Group held its Eaton Vance Short Duration Municipal Income ETF (EVSM) position steady in Q3 2026 at 4,925 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #697.

Nations Financial Group first reported a position in EVSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $250K in Q1 2026. 97 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

  • Nations Financial Group held 4,925 shares of Eaton Vance Short Duration Municipal Income ETF worth $242K as of Q3 2026.
  • Nations Financial Group left its Eaton Vance Short Duration Municipal Income ETF share count unchanged in Q3 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Nations Financial Group's portfolio in Q3 2026, its #697 holding.
  • Nations Financial Group first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Nations Financial Group's Eaton Vance Short Duration Municipal Income ETF position peaked at $250K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.