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Brown Brothers Harriman & Co’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Brown Brothers Harriman & Co’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
2025
Q1 		– Sell
-3,921
Closed -$196K – 1509
2024
Q4 		$196K Buy
+3,921
New +$198K ﹤0.01% 580

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Brown Brothers Harriman & Co's EVTR Position: Q1 2025 in Review

Brown Brothers Harriman & Co sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q1 2025, closing a stake of 3,921 shares — an estimated $196K sold.

Brown Brothers Harriman & Co first reported a position in EVTR in Q4 2024 and held it in 1 quarter. The position peaked at $196K in Q4 2024. 94 funds tracked by Wall St. Rank hold EVTR as of Q1 2025.

  • Brown Brothers Harriman & Co reported no remaining Eaton Vance Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 3,921 Eaton Vance Total Return Bond ETF shares in Q1 2025, an estimated $196K.
  • Brown Brothers Harriman & Co first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Eaton Vance Total Return Bond ETF position peaked at $196K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2025, filed 14 May 2025.