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

ORBA Wealth 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 Q3	$962K	Buy	19,572 +1,349	+7%	+$67.5K	0.82%	32
2026 Q2	$917K	Buy	18,223 +8,325	+84%	+$419K	0.78%	37
2026 Q1	$497K	Sell	9,898 -2,978	-23%	-$151K	0.59%	49
2025 Q4	$649K	Buy	+12,876	New	+$649K	0.56%	46

Other funds holding EVSM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sunflower Bank Dallas, Texas $384M AUM 17.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Alongside Austin, Texas $904M AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Tilson Financial Group New Providence, New Jersey $361M AUM 10.74% 1-Year Est. Return

ORBA Wealth Advisors's EVSM Position: Q3 2026 in Review

ORBA Wealth Advisors increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 7.4% in Q3 2026, buying an estimated $67.5K and bringing the position to 19,572 shares worth $962K. The position accounts for 0.82% of the portfolio, ranked #32.

ORBA Wealth Advisors first reported a position in EVSM in Q4 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

ORBA Wealth Advisors held 19,572 shares of Eaton Vance Short Duration Municipal Income ETF worth $962K as of Q3 2026.
ORBA Wealth Advisors bought 1,349 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $67.5K.
Eaton Vance Short Duration Municipal Income ETF made up 0.82% of ORBA Wealth Advisors's portfolio in Q3 2026, its #32 holding.
ORBA Wealth Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
97 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.