AA
EVTR icon

Ancora Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Ancora Advisors’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
Q1 		$40.6K Hold
800
– – ﹤0.01% 1233
2025
Q4 		$41.2K Hold
800
– – ﹤0.01% 1212
2025
Q3 		$41.2K Hold
800
– – ﹤0.01% 1073
2025
Q2 		$40.7K Hold
800
– – ﹤0.01% 1068
2025
Q1 		$40.5K Hold
800
– – ﹤0.01% 1050
2024
Q4 		$39.9K Buy
+800
New +$40.5K ﹤0.01% 1052

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ancora Advisors's EVTR Position: Q1 2026 in Review

Ancora Advisors held its Eaton Vance Total Return Bond ETF (EVTR) position steady in Q1 2026 at 800 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Ancora Advisors first reported a position in EVTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.2K in Q4 2025. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • Ancora Advisors held 800 shares of Eaton Vance Total Return Bond ETF worth $40.6K as of Q1 2026.
  • Ancora Advisors left its Eaton Vance Total Return Bond ETF share count unchanged in Q1 2026.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1233 holding.
  • Ancora Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Ancora Advisors's Eaton Vance Total Return Bond ETF position peaked at $41.2K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.