Belpointe Asset Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Belpointe Asset 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 Q1	–	Sell	-4,184	Closed	-$215K	–	1202
2025 Q4	$215K	Buy	4,184 +64	+2%	+$3.31K	0.01%	949
2025 Q3	$212K	Buy	4,120 +134	+3%	+$6.85K	0.01%	915
2025 Q2	$203K	Sell	3,986 -83	-2%	-$4.18K	0.01%	883
2025 Q1	$206K	Buy	+4,069	New	+$205K	0.01%	852

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Belpointe Asset Management's EVTR Position: Q1 2026 in Review

Belpointe Asset Management sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q1 2026, closing a stake of 4,184 shares — an estimated $215K sold.

Belpointe Asset Management first reported a position in EVTR in Q1 2025 and held it in 4 quarters. The position peaked at $215K in Q4 2025. 179 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Belpointe Asset Management reported no remaining Eaton Vance Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 4,184 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $215K.
Belpointe Asset Management first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and held it in 4 quarters.
Belpointe Asset Management's Eaton Vance Total Return Bond ETF position peaked at $215K in Q4 2025.
179 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.