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Farther Finance Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Farther Finance 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
Q3 		$281K Buy
5,826
+56
+1% +$2.8K ﹤0.01% 2036
2026
Q2 		$293K Buy
5,770
+54
+0.9% +$2.75K ﹤0.01% 1967
2026
Q1 		$290K Buy
5,716
+5,324
+1,358% +$274K ﹤0.01% 1754
2025
Q4 		$20.2K Buy
+392
New +$20.2K ﹤0.01% 3434

Other funds holding EVTR

BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Farther Finance Advisors's EVTR Position: Q3 2026 in Review

Farther Finance Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 0.97% in Q3 2026, buying an estimated $2.8K and bringing the position to 5,826 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Farther Finance Advisors first reported a position in EVTR in Q4 2025 and has held it in 4 quarters since. The position peaked at $293K in Q2 2026. 5 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

  • Farther Finance Advisors held 5,826 shares of Eaton Vance Total Return Bond ETF worth $281K as of Q3 2026.
  • Farther Finance Advisors bought 56 Eaton Vance Total Return Bond ETF shares in Q3 2026, an estimated $2.8K.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2036 holding.
  • Farther Finance Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Eaton Vance Total Return Bond ETF position peaked at $293K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.