Creative Financial Designs’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Creative Financial Designs’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	$6.89M	Buy	135,946 +119,898	+747%	+$6.1M	0.33%	67
2026 Q1	$814K	Sell	16,048 -84	-0.5%	-$4.33K	0.05%	255
2025 Q4	$831K	Sell	16,132 -942	-6%	-$48.7K	0.05%	252
2025 Q3	$878K	Buy	17,074 +5,097	+43%	+$261K	0.06%	249
2025 Q2	$609K	Buy	11,977 +164	+1%	+$8.25K	0.04%	290
2025 Q1	$598K	Buy	+11,813	New	+$594K	0.05%	266

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

Creative Financial Designs's EVTR Position: Q2 2026 in Review

Creative Financial Designs increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 747% in Q2 2026, buying an estimated $6.1M and bringing the position to 135,946 shares worth $6.89M. The position accounts for 0.33% of the portfolio, ranked #67.

Creative Financial Designs first reported a position in EVTR in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Creative Financial Designs held 135,946 shares of Eaton Vance Total Return Bond ETF worth $6.89M as of Q2 2026.
Creative Financial Designs bought 119,898 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $6.1M.
Eaton Vance Total Return Bond ETF made up 0.33% of Creative Financial Designs's portfolio in Q2 2026, its #67 holding.
Creative Financial Designs first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.