Abich Financial Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Abich Financial Wealth Management’s Portfolio EVTR Stock Details EVTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.6K	Buy	+304	New	+$15.5K	0.01%	418

Other funds holding EVTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Abich Financial Wealth Management's EVTR Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q3 2025: 304 shares worth $15.6K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings.

128 funds tracked by Wall St. Rank hold EVTR as of Q3 2025.

Abich Financial Wealth Management held 304 shares of Eaton Vance Total Return Bond ETF worth $15.6K as of Q3 2025.
Eaton Vance Total Return Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
Eaton Vance Total Return Bond ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #418 holding.
128 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.