CIBC Private Wealth Group
EVTR icon

CIBC Private Wealth Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

CIBC Private Wealth Group’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
Q4 		$246K Sell
4,769
-249
-5% -$12.9K ﹤0.01% 1102
2025
Q3 		$258K Sell
5,018
-7
-0.1% -$358 ﹤0.01% 1075
2025
Q2 		$256K Buy
+5,025
New +$253K ﹤0.01% 1022

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 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

CIBC Private Wealth Group's EVTR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 5% in Q4 2025, selling an estimated $12.9K and leaving 4,769 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

CIBC Private Wealth Group first reported a position in EVTR in Q2 2025 and has held it in 3 quarters since. The position peaked at $258K in Q3 2025. 157 funds tracked by Wall St. Rank hold EVTR as of Q4 2025.

  • CIBC Private Wealth Group held 4,769 shares of Eaton Vance Total Return Bond ETF worth $246K as of Q4 2025.
  • CIBC Private Wealth Group sold 249 Eaton Vance Total Return Bond ETF shares in Q4 2025, an estimated $12.9K.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1102 holding.
  • CIBC Private Wealth Group first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • CIBC Private Wealth Group's Eaton Vance Total Return Bond ETF position peaked at $258K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.