Blueprint Financial Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Blueprint Financial Advisors’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	$5.51M	Sell	108,565 -6,477	-6%	-$329K	0.61%	33
2026 Q1	$5.84M	Buy	+115,042	New	+$5.93M	0.87%	26
2025 Q4	–	Sell	-15,318	Closed	-$788K	–	105
2025 Q3	$788K	Sell	15,318 -1,053	-6%	-$53.8K	0.17%	77
2025 Q2	$833K	Buy	+16,371	New	+$824K	0.27%	53

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

Blueprint Financial Advisors's EVTR Position: Q2 2026 in Review

Blueprint Financial Advisors reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 5.6% in Q2 2026, selling an estimated $329K and leaving 108,565 shares worth $5.51M. The position accounts for 0.61% of the portfolio, ranked #33.

Blueprint Financial Advisors first reported a position in EVTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.84M in Q1 2026. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Blueprint Financial Advisors held 108,565 shares of Eaton Vance Total Return Bond ETF worth $5.51M as of Q2 2026.
Blueprint Financial Advisors sold 6,477 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $329K.
Eaton Vance Total Return Bond ETF made up 0.61% of Blueprint Financial Advisors's portfolio in Q2 2026, its #33 holding.
Blueprint Financial Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and has held it in 4 quarters since.
Blueprint Financial Advisors's Eaton Vance Total Return Bond ETF position peaked at $5.84M in Q1 2026.
187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.