GRP
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Global Retirement Partners’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Global Retirement Partners’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
2025
Q4 		$9.45K Buy
183
+2
+1% +$103 ﹤0.01% 3179
2025
Q3 		$9.3K Buy
+181
New +$9.25K ﹤0.01% 2736

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Global Retirement Partners's EVTR Position: Q4 2025 in Review

Global Retirement Partners increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 1.1% in Q4 2025, buying an estimated $103 and bringing the position to 183 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

Global Retirement Partners first reported a position in EVTR in Q3 2025 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold EVTR as of Q4 2025.

  • Global Retirement Partners held 183 shares of Eaton Vance Total Return Bond ETF worth $9.45K as of Q4 2025.
  • Global Retirement Partners bought 2 Eaton Vance Total Return Bond ETF shares in Q4 2025, an estimated $103.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3179 holding.
  • Global Retirement Partners first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.