Eastern Bank’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Eastern Bank’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 Q4	–	Sell	-650	Closed	-$33.4K	–	1251
2025 Q3	$33.4K	Hold	650	–	–	﹤0.01%	632
2025 Q2	$33.1K	Hold	650	–	–	﹤0.01%	607
2025 Q1	$32.9K	Sell	650 -805	-55%	-$40.5K	﹤0.01%	609
2024 Q4	$72.5K	Buy	+1,455	New	+$73.6K	﹤0.01%	511

Other funds holding EVTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Eastern Bank's EVTR Position: Q4 2025 in Review

Eastern Bank sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q4 2025, closing a stake of 650 shares — an estimated $33.4K sold.

Eastern Bank first reported a position in EVTR in Q4 2024 and held it in 4 quarters. The position peaked at $72.5K in Q4 2024. 157 funds tracked by Wall St. Rank hold EVTR as of Q4 2025.

Eastern Bank reported no remaining Eaton Vance Total Return Bond ETF position as of Q4 2025 after selling out during the quarter.
Eastern Bank sold 650 Eaton Vance Total Return Bond ETF shares in Q4 2025, an estimated $33.4K.
Eastern Bank first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and held it in 4 quarters.
Eastern Bank's Eaton Vance Total Return Bond ETF position peaked at $72.5K in Q4 2024.
157 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2025.

Based on Eastern Bank's 13F filing for Q4 2025, filed 14 Jan 2026.