Beacon Bridge Wealth Partners’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Beacon Bridge Wealth Partners’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	$3.75M	Sell	73,940 -1,677	-2%	-$85.3K	1.07%	31
2026 Q1	$3.84M	Buy	75,617 +1,512	+2%	+$77.9K	1.28%	27
2025 Q4	$3.82M	Buy	+74,105	New	+$3.83M	1.27%	26

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 22.9% 1-Year Est. Return

Beacon Bridge Wealth Partners's EVTR Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 2.2% in Q2 2026, selling an estimated $85.3K and leaving 73,940 shares worth $3.75M. The position accounts for 1.07% of the portfolio, ranked #31.

Beacon Bridge Wealth Partners first reported a position in EVTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.84M in Q1 2026. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Beacon Bridge Wealth Partners held 73,940 shares of Eaton Vance Total Return Bond ETF worth $3.75M as of Q2 2026.
Beacon Bridge Wealth Partners sold 1,677 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $85.3K.
Eaton Vance Total Return Bond ETF made up 1.07% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #31 holding.
Beacon Bridge Wealth Partners first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
Beacon Bridge Wealth Partners's Eaton Vance Total Return Bond ETF position peaked at $3.84M in Q1 2026.
187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.