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

Cerity 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 Q1	$737K	Buy	14,527 +3,580	+33%	+$184K	﹤0.01%	2046
2025 Q4	$564K	Sell	10,947 -1,546	-12%	-$79.9K	﹤0.01%	2021
2025 Q3	$643K	Buy	12,493 +6,871	+122%	+$351K	﹤0.01%	1829
2025 Q2	$286K	Hold	5,622	–	–	﹤0.01%	2174
2025 Q1	$285K	Buy	5,622 +1,546	+38%	+$77.8K	﹤0.01%	2048
2024 Q4	$203K	Hold	4,076	–	–	﹤0.01%	2234
2024 Q3	$211K	Hold	4,076	–	–	﹤0.01%	2285
2024 Q2	$202K	Buy	+4,076	New	+$201K	﹤0.01%	2025

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

Cerity Partners's EVTR Position: Q1 2026 in Review

Cerity Partners increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 33% in Q1 2026, buying an estimated $184K and bringing the position to 14,527 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Cerity Partners first reported a position in EVTR in Q2 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Cerity Partners held 14,527 shares of Eaton Vance Total Return Bond ETF worth $737K as of Q1 2026.
Cerity Partners bought 3,580 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $184K.
Eaton Vance Total Return Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2046 holding.
Cerity Partners first reported a position in Eaton Vance Total Return Bond ETF in Q2 2024 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.