Focus Financial Network’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Focus Financial Network’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	$8.18M	Buy	160,768 +95,890	+148%	+$4.88M	0.25%	75
2026 Q1	$3.31M	Buy	64,878 +50,250	+344%	+$2.59M	0.12%	144
2025 Q4	$753K	Buy	+14,628	New	+$756K	0.03%	367
2025 Q3	–	Sell	-3,939	Closed	-$201K	–	770
2025 Q2	$201K	Buy	+3,939	New	+$198K	0.01%	691

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

Focus Financial Network's EVTR Position: Q2 2026 in Review

Focus Financial Network increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 148% in Q2 2026, buying an estimated $4.88M and bringing the position to 160,768 shares worth $8.18M. The position accounts for 0.25% of the portfolio, ranked #75.

Focus Financial Network first reported a position in EVTR in Q2 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Focus Financial Network held 160,768 shares of Eaton Vance Total Return Bond ETF worth $8.18M as of Q2 2026.
Focus Financial Network bought 95,890 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $4.88M.
Eaton Vance Total Return Bond ETF made up 0.25% of Focus Financial Network's portfolio in Q2 2026, its #75 holding.
Focus Financial Network first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and has held it in 4 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.