Cornerstone Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Cornerstone Wealth 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
2026 Q2	$2.57M	Buy	50,765 +160	+0.3%	+$8.14K	0.11%	175
2026 Q1	$2.57M	Buy	50,605 +5,100	+11%	+$263K	0.13%	159
2025 Q4	$2.34M	Buy	45,505 +2,070	+5%	+$107K	0.12%	163
2025 Q3	$2.23M	Buy	43,435 +15,153	+54%	+$775K	0.12%	155
2025 Q2	$1.44M	Sell	28,282 -208	-0.7%	-$10.5K	0.09%	194
2025 Q1	$1.44M	Buy	+28,490	New	+$1.43M	0.1%	179

Other funds holding EVTR

PAM

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

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

WSFG

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Cornerstone Wealth Management's EVTR Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 0.32% in Q2 2026, buying an estimated $8.14K and bringing the position to 50,765 shares worth $2.57M. The position accounts for 0.11% of the portfolio, ranked #175.

Cornerstone Wealth Management first reported a position in EVTR in Q1 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Cornerstone Wealth Management held 50,765 shares of Eaton Vance Total Return Bond ETF worth $2.57M as of Q2 2026.
Cornerstone Wealth Management bought 160 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $8.14K.
Eaton Vance Total Return Bond ETF made up 0.11% of Cornerstone Wealth Management's portfolio in Q2 2026, its #175 holding.
Cornerstone Wealth Management first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.