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William John Sempolinski’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

William John Sempolinski’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 		$254K Hold
5,000
– – 0.1% 97
2026
Q1 		$254K Hold
5,000
– – 0.13% 84
2025
Q4 		$254K Buy
+5,000
New +$255K 0.13% 75

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

William John Sempolinski's EVSB Position: Q2 2026 in Review

William John Sempolinski held its Eaton Vance Ultra-Short Income ETF (EVSB) position steady in Q2 2026 at 5,000 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #97.

William John Sempolinski first reported a position in EVSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 20 funds tracked by Wall St. Rank hold EVSB as of Q2 2026.

  • William John Sempolinski held 5,000 shares of Eaton Vance Ultra-Short Income ETF worth $254K as of Q2 2026.
  • William John Sempolinski left its Eaton Vance Ultra-Short Income ETF share count unchanged in Q2 2026.
  • Eaton Vance Ultra-Short Income ETF made up 0.1% of William John Sempolinski's portfolio in Q2 2026, its #97 holding.
  • William John Sempolinski first reported a position in Eaton Vance Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • William John Sempolinski's Eaton Vance Ultra-Short Income ETF position peaked at $254K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q2 2026.

Based on William John Sempolinski's 13F filing for Q2 2026, filed 14 Aug 2026.