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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
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 $1.66T 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
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 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

Steward Partners Investment Advisory's EVSB Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Eaton Vance Ultra-Short Income ETF (EVSB) position steady in Q1 2026 at 1,695 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Steward Partners Investment Advisory first reported a position in EVSB in Q3 2025 and has held it in 3 quarters since. The position peaked at $86.2K in Q4 2025. 17 funds tracked by Wall St. Rank hold EVSB as of Q1 2026.

  • Steward Partners Investment Advisory held 1,695 shares of Eaton Vance Ultra-Short Income ETF worth $86K as of Q1 2026.
  • Steward Partners Investment Advisory left its Eaton Vance Ultra-Short Income ETF share count unchanged in Q1 2026.
  • Eaton Vance Ultra-Short Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2461 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Ultra-Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Eaton Vance Ultra-Short Income ETF position peaked at $86.2K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.