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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SB
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

ORBA Wealth Advisors's EVSM Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 23% in Q1 2026, selling an estimated $151K and leaving 9,898 shares worth $497K. The position accounts for 0.59% of the portfolio, ranked #49.

ORBA Wealth Advisors first reported a position in EVSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $649K in Q4 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • ORBA Wealth Advisors held 9,898 shares of Eaton Vance Short Duration Municipal Income ETF worth $497K as of Q1 2026.
  • ORBA Wealth Advisors sold 2,978 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $151K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.59% of ORBA Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • ORBA Wealth Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • ORBA Wealth Advisors's Eaton Vance Short Duration Municipal Income ETF position peaked at $649K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.