Avantax Advisory Services’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
12,816
+2,005
+19% +$101K ﹤0.01% 1426
2025
Q1
$547K Buy
10,811
+2,680
+33% +$135K ﹤0.01% 1452
2024
Q4
$405K Buy
+8,131
New +$412K ﹤0.01% 1583

Other funds holding EVTR

Avantax Advisory Services's EVTR Position: Q2 2025 in Review

Avantax Advisory Services increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 19% in Q2 2025, buying an estimated $101K and bringing the position to 12,816 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Avantax Advisory Services first reported a position in EVTR in Q4 2024 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold EVTR as of Q2 2025.

  • Avantax Advisory Services held 12,816 shares of Eaton Vance Total Return Bond ETF worth $652K as of Q2 2025.
  • Avantax Advisory Services bought 2,005 Eaton Vance Total Return Bond ETF shares in Q2 2025, an estimated $101K.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1426 holding.
  • Avantax Advisory Services first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.