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 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 $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blueprint Financial Advisors's EVTR Position: Q1 2026 in Review

Blueprint Financial Advisors opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q1 2026: 115,042 shares worth $5.84M. The stake represents 0.87% of the portfolio and ranks #26 among its holdings. This is a return to the name: Blueprint Financial Advisors previously reported a position in EVTR as recently as Q3 2025.

Blueprint Financial Advisors first reported a position in EVTR in Q2 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Blueprint Financial Advisors held 115,042 shares of Eaton Vance Total Return Bond ETF worth $5.84M as of Q1 2026.
Eaton Vance Total Return Bond ETF was a new Blueprint Financial Advisors position in Q1 2026.
Eaton Vance Total Return Bond ETF made up 0.87% of Blueprint Financial Advisors's portfolio in Q1 2026, its #26 holding.
Blueprint Financial Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and has held it in 3 quarters since.
177 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.