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Allworth Financial’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Allworth Financial’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 		$72.5K Buy
1,430
+821
+135% +$41.8K ﹤0.01% 2180
2026
Q1 		$30.9K Buy
609
+232
+62% +$12K ﹤0.01% 2681
2025
Q4 		$19.4K Buy
+377
New +$19.5K ﹤0.01% 2848

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial's EVTR Position: Q2 2026 in Review

Allworth Financial increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 135% in Q2 2026, buying an estimated $41.8K and bringing the position to 1,430 shares worth $72.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Allworth Financial first reported a position in EVTR in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Allworth Financial held 1,430 shares of Eaton Vance Total Return Bond ETF worth $72.5K as of Q2 2026.
  • Allworth Financial bought 821 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $41.8K.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2180 holding.
  • Allworth Financial first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.