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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
2026
Q2 		$42.8K Buy
+844
New +$42.9K ﹤0.01% 2621
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 $1.89T 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 $445B AUM 25.58% 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
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 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

Global Retirement Partners's EVTR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026: 844 shares worth $42.8K. The stake represents ﹤0.01% of the portfolio and ranks #2621 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EVTR as recently as Q4 2025.

Global Retirement Partners first reported a position in EVTR in Q3 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Global Retirement Partners held 844 shares of Eaton Vance Total Return Bond ETF worth $42.8K as of Q2 2026.
  • Eaton Vance Total Return Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2621 holding.
  • Global Retirement Partners first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.