Cambridge Investment Research Advisors
EVTR icon

Cambridge Investment Research Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Cambridge Investment Research 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 		$2.27M Buy
44,702
+14,720
+49% +$749K 0.01% 1472
2026
Q1 		$1.52M Buy
29,982
+3,514
+13% +$181K ﹤0.01% 1830
2025
Q4 		$1.36M Buy
26,468
+1,868
+8% +$96.5K ﹤0.01% 1861
2025
Q3 		$1.27M Buy
24,600
+5,530
+29% +$283K ﹤0.01% 1866
2025
Q2 		$970K Sell
19,070
-3,479
-15% -$175K ﹤0.01% 1979
2025
Q1 		$1.14M Buy
22,549
+9,531
+73% +$479K ﹤0.01% 1754
2024
Q4 		$649K Sell
13,018
-446
-3% -$22.6K ﹤0.01% 2216
2024
Q3 		$697K Buy
13,464
+1,819
+16% +$93K ﹤0.01% 2140
2024
Q2 		$578K Sell
11,645
-759
-6% -$37.5K ﹤0.01% 2180
2024
Q1 		$617K Buy
+12,404
New +$620K ﹤0.01% 2093

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
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cambridge Investment Research Advisors's EVTR Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 49% in Q2 2026, buying an estimated $749K and bringing the position to 44,702 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #1472.

Cambridge Investment Research Advisors first reported a position in EVTR in Q1 2024 and has held it in 10 quarters since. 56 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Cambridge Investment Research Advisors held 44,702 shares of Eaton Vance Total Return Bond ETF worth $2.27M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 14,720 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $749K.
  • Eaton Vance Total Return Bond ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1472 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.