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

Sanctuary 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 		$5.61M Sell
111,715
-663
-0.6% -$33.5K 0.03% 530
2025
Q4 		$5.66M Buy
112,378
+9,266
+9% +$467K 0.03% 508
2025
Q3 		$5.2M Buy
103,112
+12,234
+13% +$616K 0.03% 519
2025
Q2 		$4.54M Buy
+90,878
New +$4.52M 0.03% 543

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sanctuary Advisors's EVSM Position: Q1 2026 in Review

Sanctuary Advisors reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 0.59% in Q1 2026, selling an estimated $33.5K and leaving 111,715 shares worth $5.61M. The position accounts for 0.03% of the portfolio, ranked #530.

Sanctuary Advisors first reported a position in EVSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.66M in Q4 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Sanctuary Advisors held 111,715 shares of Eaton Vance Short Duration Municipal Income ETF worth $5.61M as of Q1 2026.
  • Sanctuary Advisors sold 663 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $33.5K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.03% of Sanctuary Advisors's portfolio in Q1 2026, its #530 holding.
  • Sanctuary Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Sanctuary Advisors's Eaton Vance Short Duration Municipal Income ETF position peaked at $5.66M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.