Neuberger Berman Group
EVSM icon

Neuberger Berman Group’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Neuberger Berman 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
2025
Q3 		– Sell
-40,092
Closed -$2M – 2157
2025
Q2 		$2M Buy
40,092
+16,640
+71% +$828K ﹤0.01% 1163
2025
Q1 		$1.17M Buy
+23,452
New +$1.17M ﹤0.01% 1269

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group's EVSM Position: Q3 2025 in Review

Neuberger Berman Group sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q3 2025, closing a stake of 40,092 shares — an estimated $2M sold.

Neuberger Berman Group first reported a position in EVSM in Q1 2025 and held it in 2 quarters. The position peaked at $2M in Q2 2025. 63 funds tracked by Wall St. Rank hold EVSM as of Q3 2025.

  • Neuberger Berman Group reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Neuberger Berman Group sold 40,092 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2025, an estimated $2M.
  • Neuberger Berman Group first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2025 and held it in 2 quarters.
  • Neuberger Berman Group's Eaton Vance Short Duration Municipal Income ETF position peaked at $2M in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2025.

Based on Neuberger Berman Group's 13F filing for Q3 2025, filed 12 Nov 2025.