BFA
EVTR icon

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

Beacon Financial Advisory’s Portfolio EVTR Stock Details EVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$407K Buy
8,007
+3,092
+63% +$157K 0.11% 227
2025
Q1 		$249K Buy
+4,915
New +$249K 0.08% 279