Destiny Wealth Partners’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Destiny Wealth Partners’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 Q3	$14.7M	Buy	300,129 +68,524	+30%	+$3.42M	1.51%	22
2026 Q2	$11.6M	Sell	231,605 -58,183	-20%	-$2.96M	1.63%	22
2026 Q1	$14.7M	Buy	289,788 +1,132	+0.4%	+$58.3K	1.61%	15
2025 Q4	$14.9M	Buy	288,656 +11,403	+4%	+$589K	1.71%	17
2025 Q3	$14.3M	Buy	277,253 +19,164	+7%	+$980K	1.75%	15
2025 Q2	$13.1M	Buy	+258,089	New	+$13M	1.76%	13

Other funds holding EVTR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Destiny Wealth Partners's EVTR Position: Q3 2026 in Review

Destiny Wealth Partners increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 30% in Q3 2026, buying an estimated $3.42M and bringing the position to 300,129 shares worth $14.7M. The position accounts for 1.51% of the portfolio, ranked #22.

Destiny Wealth Partners first reported a position in EVTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.9M in Q4 2025. 170 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

Destiny Wealth Partners held 300,129 shares of Eaton Vance Total Return Bond ETF worth $14.7M as of Q3 2026.
Destiny Wealth Partners bought 68,524 Eaton Vance Total Return Bond ETF shares in Q3 2026, an estimated $3.42M.
Eaton Vance Total Return Bond ETF made up 1.51% of Destiny Wealth Partners's portfolio in Q3 2026, its #22 holding.
Destiny Wealth Partners first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and has held it in 6 quarters since.
Destiny Wealth Partners's Eaton Vance Total Return Bond ETF position peaked at $14.9M in Q4 2025.
170 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on Destiny Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.