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Steward Partners Investment Advisory’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$94K Buy
1,850
+155
+9% +$7.88K ﹤0.01% 2615
2026
Q1 		$86K Hold
1,695
– – ﹤0.01% 2461
2025
Q4 		$86.2K Buy
1,695
+1,195
+239% +$61K ﹤0.01% 2378
2025
Q3 		$25.5K Buy
+500
New +$25.5K ﹤0.01% 2973

Other funds holding EVSB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's EVSB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Eaton Vance Ultra-Short Income ETF (EVSB) stake by 9.1% in Q2 2026, buying an estimated $7.88K and bringing the position to 1,850 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Steward Partners Investment Advisory first reported a position in EVSB in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold EVSB as of Q2 2026.

  • Steward Partners Investment Advisory held 1,850 shares of Eaton Vance Ultra-Short Income ETF worth $94K as of Q2 2026.
  • Steward Partners Investment Advisory bought 155 Eaton Vance Ultra-Short Income ETF shares in Q2 2026, an estimated $7.88K.
  • Eaton Vance Ultra-Short Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2615 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.