Neuberger Berman Group

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

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