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Bouvel Investment Partners’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Bouvel Investment 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 		$14.2M Buy
280,957
+19,885
+8% +$1.01M 3.22% 5
2026
Q1 		$13.2M Sell
261,072
-5,352
-2% -$276K 3.84% 2
2025
Q4 		$13.7M Buy
266,424
+24,997
+10% +$1.29M 3.96% 2
2025
Q3 		$12.4M Sell
241,427
-9,720
-4% -$497K 3.8% 2
2025
Q2 		$12.8M Buy
251,147
+10,244
+4% +$516K 4.32% 1
2025
Q1 		$12.5M Buy
240,903
+5,086
+2% +$256K 4.69% 1
2024
Q4 		$11.8M Sell
235,817
-5,086
-2% -$257K 4.24% 1
2024
Q3 		$12.5M Buy
240,903
+3,450
+1% +$176K 4.69% 1
2024
Q2 		$11.8M Buy
+237,453
New +$11.7M 4.56% 1

Other funds holding EVTR

PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Bouvel Investment Partners's EVTR Position: Q2 2026 in Review

Bouvel Investment Partners increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 7.6% in Q2 2026, buying an estimated $1.01M and bringing the position to 280,957 shares worth $14.2M. The position accounts for 3.22% of the portfolio, ranked #5.

Bouvel Investment Partners first reported a position in EVTR in Q2 2024 and has held it in 9 quarters since. 48 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Bouvel Investment Partners held 280,957 shares of Eaton Vance Total Return Bond ETF worth $14.2M as of Q2 2026.
  • Bouvel Investment Partners bought 19,885 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $1.01M.
  • Eaton Vance Total Return Bond ETF made up 3.22% of Bouvel Investment Partners's portfolio in Q2 2026, its #5 holding.
  • Bouvel Investment Partners first reported a position in Eaton Vance Total Return Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.