Gladstone Institutional Advisory’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Gladstone Institutional Advisory’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 Q1	$2.58M	Buy	50,821 +3,847	+8%	+$198K	0.1%	223
2025 Q4	$2.42M	Buy	46,974 +3,186	+7%	+$165K	0.09%	227
2025 Q3	$2.25M	Sell	43,788 -181	-0.4%	-$9.25K	0.09%	226
2025 Q2	$2.24M	Buy	43,969 +3,165	+8%	+$159K	0.09%	226
2025 Q1	$2.07M	Buy	40,804 +7,022	+21%	+$353K	0.1%	225
2024 Q4	$1.68M	Buy	33,782 +8,471	+33%	+$429K	0.08%	254
2024 Q3	$1.31M	Buy	+25,311	New	+$1.29M	0.06%	286

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

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

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

PAM

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gladstone Institutional Advisory's EVTR Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 8.2% in Q1 2026, buying an estimated $198K and bringing the position to 50,821 shares worth $2.58M. The position accounts for 0.1% of the portfolio, ranked #223.

Gladstone Institutional Advisory first reported a position in EVTR in Q3 2024 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Gladstone Institutional Advisory held 50,821 shares of Eaton Vance Total Return Bond ETF worth $2.58M as of Q1 2026.
Gladstone Institutional Advisory bought 3,847 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $198K.
Eaton Vance Total Return Bond ETF made up 0.1% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #223 holding.
Gladstone Institutional Advisory first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and has held it in 7 quarters since.
176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.