Truist Financial
EVSM icon

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

Truist Financial’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
Q2 		– Sell
-7,981
Closed -$401K – 3019
2026
Q1 		$401K Buy
7,981
+1,981
+33% +$100K ﹤0.01% 2209
2025
Q4 		$302K Hold
6,000
– – ﹤0.01% 2322
2025
Q3 		$303K Buy
+6,000
New +$302K ﹤0.01% 2305

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GWAG
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P
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FFA
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SB
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TFG
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DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Truist Financial's EVSM Position: Q2 2026 in Review

Truist Financial sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026, closing a stake of 7,981 shares — an estimated $401K sold.

Truist Financial first reported a position in EVSM in Q3 2025 and held it in 3 quarters. The position peaked at $401K in Q1 2026. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Truist Financial reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 7,981 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $401K.
  • Truist Financial first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and held it in 3 quarters.
  • Truist Financial's Eaton Vance Short Duration Municipal Income ETF position peaked at $401K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.