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Roman Butler Fullerton & Co’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

Roman Butler Fullerton & Co’s Portfolio EVSB Stock Details EVSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$832K Buy
16,376
+2,255
+16% +$115K 0.23% 107
2025
Q4 		$720K Buy
14,121
+6,630
+89% +$338K 0.19% 126
2025
Q3 		$383K Buy
+7,491
New +$382K 0.1% 184

Other funds holding EVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Roman Butler Fullerton & Co's EVSB Position: Q1 2026 in Review

Roman Butler Fullerton & Co increased its Eaton Vance Ultra-Short Income ETF (EVSB) stake by 16% in Q1 2026, buying an estimated $115K and bringing the position to 16,376 shares worth $832K. The position accounts for 0.23% of the portfolio, ranked #107.

Roman Butler Fullerton & Co first reported a position in EVSB in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold EVSB as of Q1 2026.

  • Roman Butler Fullerton & Co held 16,376 shares of Eaton Vance Ultra-Short Income ETF worth $832K as of Q1 2026.
  • Roman Butler Fullerton & Co bought 2,255 Eaton Vance Ultra-Short Income ETF shares in Q1 2026, an estimated $115K.
  • Eaton Vance Ultra-Short Income ETF made up 0.23% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #107 holding.
  • Roman Butler Fullerton & Co first reported a position in Eaton Vance Ultra-Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.