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Coldstream Capital Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-690
Closed -$34.9K – 3450
2025
Q1 		$34.9K Buy
+690
New +$34.7K ﹤0.01% 1869

Other funds holding EVTR

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Coldstream Capital Management's EVTR Position: Q2 2025 in Review

Coldstream Capital Management sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q2 2025, closing a stake of 690 shares — an estimated $34.9K sold.

Coldstream Capital Management first reported a position in EVTR in Q1 2025 and held it in 1 quarter. The position peaked at $34.9K in Q1 2025. 113 funds tracked by Wall St. Rank hold EVTR as of Q2 2025.

  • Coldstream Capital Management reported no remaining Eaton Vance Total Return Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 690 Eaton Vance Total Return Bond ETF shares in Q2 2025, an estimated $34.9K.
  • Coldstream Capital Management first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Eaton Vance Total Return Bond ETF position peaked at $34.9K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.