Baker Tilly Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Baker Tilly 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
2026 Q2	$2.68M	Buy	52,889 +17,905	+51%	+$911K	0.57%	39
2026 Q1	$1.78M	Buy	34,984 +18,629	+114%	+$960K	0.43%	47
2025 Q4	$842K	Buy	+16,355	New	+$845K	0.21%	101

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

Baker Tilly Wealth Management's EVTR Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 51% in Q2 2026, buying an estimated $911K and bringing the position to 52,889 shares worth $2.68M. The position accounts for 0.57% of the portfolio, ranked #39.

Baker Tilly Wealth Management 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.

Baker Tilly Wealth Management held 52,889 shares of Eaton Vance Total Return Bond ETF worth $2.68M as of Q2 2026.
Baker Tilly Wealth Management bought 17,905 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $911K.
Eaton Vance Total Return Bond ETF made up 0.57% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #39 holding.
Baker Tilly Wealth Management 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 Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.