UBS Group
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UBS Group’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

UBS Group’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 		– Sell
-464
Closed -$23.6K – 10681
2025
Q4 		$23.6K Buy
464
+355
+326% +$18.1K ﹤0.01% 7672
2025
Q3 		$5.55K Sell
109
-656
-86% -$33.4K ﹤0.01% 8857
2025
Q2 		$38.9K Buy
+765
New +$38.9K ﹤0.01% 7979
2025
Q1 		– Sell
-1,353
Closed -$68.6K – 10350
2024
Q4 		$68.6K Buy
1,353
+1,266
+1,455% +$64.2K ﹤0.01% 7100
2024
Q3 		$4.41K Sell
87
-169
-66% -$8.56K ﹤0.01% 8144
2024
Q2 		$12.9K Buy
256
+193
+306% +$9.75K ﹤0.01% 7579
2024
Q1 		$3.17K Buy
+63
New +$3.18K ﹤0.01% 7766

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

UBS Group's EVSB Position: Q1 2026 in Review

UBS Group sold out of Eaton Vance Ultra-Short Income ETF (EVSB) in Q1 2026, closing a stake of 464 shares — an estimated $23.6K sold.

UBS Group first reported a position in EVSB in Q1 2024 and held it in 7 quarters. The position peaked at $68.6K in Q4 2024. 17 funds tracked by Wall St. Rank hold EVSB as of Q1 2026.

  • UBS Group reported no remaining Eaton Vance Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 464 Eaton Vance Ultra-Short Income ETF shares in Q1 2026, an estimated $23.6K.
  • UBS Group first reported a position in Eaton Vance Ultra-Short Income ETF in Q1 2024 and held it in 7 quarters.
  • UBS Group's Eaton Vance Ultra-Short Income ETF position peaked at $68.6K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.