Advisory Resource Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Advisory Resource Group’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
2026 Q2	$3.85M	Sell	75,881 -849	-1%	-$43.2K	0.58%	48
2026 Q1	$3.89M	Buy	76,730 +1,491	+2%	+$76.8K	0.67%	43
2025 Q4	$3.87M	Buy	75,239 +3,796	+5%	+$196K	0.68%	43
2025 Q3	$3.68M	Buy	71,443 +3,439	+5%	+$176K	0.66%	45
2025 Q2	$3.46M	Buy	68,004 +2,470	+4%	+$124K	0.66%	45
2025 Q1	$3.32M	Buy	65,534 +6,141	+10%	+$309K	0.68%	45
2024 Q4	$2.96M	Buy	59,393 +814	+1%	+$41.2K	0.63%	44
2024 Q3	$3.03M	Buy	58,579 +1,370	+2%	+$70.1K	0.65%	46
2024 Q2	$2.84M	Buy	57,209 +2,874	+5%	+$142K	0.64%	45
2024 Q1	$2.7M	Buy	+54,335	New	+$2.71M	0.62%	44

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Resource Group's EVTR Position: Q2 2026 in Review

Advisory Resource Group reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 1.1% in Q2 2026, selling an estimated $43.2K and leaving 75,881 shares worth $3.85M. The position accounts for 0.58% of the portfolio, ranked #48.

Advisory Resource Group first reported a position in EVTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.89M in Q1 2026. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Advisory Resource Group held 75,881 shares of Eaton Vance Total Return Bond ETF worth $3.85M as of Q2 2026.
Advisory Resource Group sold 849 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $43.2K.
Eaton Vance Total Return Bond ETF made up 0.58% of Advisory Resource Group's portfolio in Q2 2026, its #48 holding.
Advisory Resource Group first reported a position in Eaton Vance Total Return Bond ETF in Q1 2024 and has held it in 10 quarters since.
Advisory Resource Group's Eaton Vance Total Return Bond ETF position peaked at $3.89M in Q1 2026.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.