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Tilson Financial Group’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Tilson Financial Group’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 		$9M Buy
179,313
+3,034
+2% +$153K 2.7% 13
2025
Q4 		$8.88M Buy
176,279
+5,935
+3% +$299K 2.73% 10
2025
Q3 		$8.59M Buy
+170,344
New +$8.57M 2.82% 10

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

Tilson Financial Group's EVSM Position: Q1 2026 in Review

Tilson Financial Group increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 1.7% in Q1 2026, buying an estimated $153K and bringing the position to 179,313 shares worth $9M. The position accounts for 2.7% of the portfolio, ranked #13.

Tilson Financial Group first reported a position in EVSM in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Tilson Financial Group held 179,313 shares of Eaton Vance Short Duration Municipal Income ETF worth $9M as of Q1 2026.
  • Tilson Financial Group bought 3,034 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $153K.
  • Eaton Vance Short Duration Municipal Income ETF made up 2.7% of Tilson Financial Group's portfolio in Q1 2026, its #13 holding.
  • Tilson Financial Group first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.