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BFC Planning, Inc.’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

BFC Planning, 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 		$45.7K Hold
902
– – ﹤0.01% 1602
2026
Q1 		$45.8K Hold
902
– – ﹤0.01% 1373
2025
Q4 		$46.5K Buy
+902
New +$46.6K ﹤0.01% 1401

Other funds holding EVTR

Morgan Stanley
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 $468B AUM 17.69% 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
Prodigy Asset Management
Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 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 22.9% 1-Year Est. Return

BFC Planning, Inc.'s EVTR Position: Q2 2026 in Review

BFC Planning, Inc. held its Eaton Vance Total Return Bond ETF (EVTR) position steady in Q2 2026 at 902 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

BFC Planning, Inc. first reported a position in EVTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.5K in Q4 2025. 188 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • BFC Planning, Inc. held 902 shares of Eaton Vance Total Return Bond ETF worth $45.7K as of Q2 2026.
  • BFC Planning, Inc. left its Eaton Vance Total Return Bond ETF share count unchanged in Q2 2026.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1602 holding.
  • BFC Planning, Inc. first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Eaton Vance Total Return Bond ETF position peaked at $46.5K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.