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Coign Capital Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Coign Capital 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 		$18M Buy
355,309
+11,888
+3% +$605K 8.11% 1
2026
Q1 		$17.4M Buy
343,421
+7,521
+2% +$387K 9.16% 1
2025
Q4 		$17.3M Buy
335,900
+37,081
+12% +$1.92M 9.06% 1
2025
Q3 		$15.4M Buy
298,819
+89,612
+43% +$4.58M 8.47% 1
2025
Q2 		$10.6M Buy
209,207
+16,976
+9% +$854K 7.2% 3
2025
Q1 		$9.73M Buy
+192,231
New +$9.67M 7.49% 3

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Coign Capital Advisors's EVTR Position: Q2 2026 in Review

Coign Capital Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 3.5% in Q2 2026, buying an estimated $605K and bringing the position to 355,309 shares worth $18M. The position accounts for 8.11% of the portfolio, ranked #1.

Coign Capital Advisors first reported a position in EVTR in Q1 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Coign Capital Advisors held 355,309 shares of Eaton Vance Total Return Bond ETF worth $18M as of Q2 2026.
  • Coign Capital Advisors bought 11,888 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $605K.
  • Eaton Vance Total Return Bond ETF made up 8.11% of Coign Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Coign Capital Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Coign Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.