Clear Trail Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Clear Trail 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	$16.2M	Buy	318,612 +29,893	+10%	+$1.52M	2.47%	13
2026 Q1	$14.7M	Buy	+288,719	New	+$14.9M	2.44%	14

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clear Trail Advisors's EVTR Position: Q2 2026 in Review

Clear Trail Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 10% in Q2 2026, buying an estimated $1.52M and bringing the position to 318,612 shares worth $16.2M. The position accounts for 2.47% of the portfolio, ranked #13.

Clear Trail Advisors first reported a position in EVTR in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Clear Trail Advisors held 318,612 shares of Eaton Vance Total Return Bond ETF worth $16.2M as of Q2 2026.
Clear Trail Advisors bought 29,893 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $1.52M.
Eaton Vance Total Return Bond ETF made up 2.47% of Clear Trail Advisors's portfolio in Q2 2026, its #13 holding.
Clear Trail Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
185 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.