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Diversified Portfolios Inc’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Diversified Portfolios Inc’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 		– Sell
-13,800
Closed -$700K – 204
2026
Q1 		$700K Buy
+13,800
New +$711K 0.06% 111

Other funds holding EVTR

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Diversified Portfolios Inc's EVTR Position: Q2 2026 in Review

Diversified Portfolios Inc sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026, closing a stake of 13,800 shares — an estimated $700K sold.

Diversified Portfolios Inc first reported a position in EVTR in Q1 2026 and held it in 1 quarter. The position peaked at $700K in Q1 2026. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Diversified Portfolios Inc reported no remaining Eaton Vance Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Diversified Portfolios Inc sold 13,800 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $700K.
  • Diversified Portfolios Inc first reported a position in Eaton Vance Total Return Bond ETF in Q1 2026 and held it in 1 quarter.
  • Diversified Portfolios Inc's Eaton Vance Total Return Bond ETF position peaked at $700K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.