Eldridge Investment Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Eldridge Investment Advisors’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	$10.5M	Buy	206,082 +68,967	+50%	+$3.51M	2.07%	15
2026 Q1	$6.96M	Sell	137,115 -623	-0.5%	-$32.1K	1.53%	18
2025 Q4	$7.09M	Buy	137,738 +2,962	+2%	+$153K	1.56%	18
2025 Q3	$6.93M	Buy	134,776 +2,658	+2%	+$136K	1.58%	18
2025 Q2	$6.72M	Sell	132,118 -14,013	-10%	-$705K	1.41%	24
2025 Q1	$7.4M	Buy	146,131 +96,851	+197%	+$4.87M	1.7%	16
2024 Q4	$2.46M	Buy	49,280 +43,850	+808%	+$2.22M	0.57%	42
2024 Q3	$281K	Buy	+5,430	New	+$278K	0.07%	133

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

Eldridge Investment Advisors's EVTR Position: Q2 2026 in Review

Eldridge Investment Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 50% in Q2 2026, buying an estimated $3.51M and bringing the position to 206,082 shares worth $10.5M. The position accounts for 2.07% of the portfolio, ranked #15.

Eldridge Investment Advisors first reported a position in EVTR in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Eldridge Investment Advisors held 206,082 shares of Eaton Vance Total Return Bond ETF worth $10.5M as of Q2 2026.
Eldridge Investment Advisors bought 68,967 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $3.51M.
Eaton Vance Total Return Bond ETF made up 2.07% of Eldridge Investment Advisors's portfolio in Q2 2026, its #15 holding.
Eldridge Investment Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.