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Gross & Hartman Investments’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Gross & Hartman Investments’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 		$1.34M Buy
26,382
+1,464
+6% +$74.5K 0.59% 18
2026
Q1 		$1.26M Buy
24,918
+409
+2% +$21.1K 0.66% 17
2025
Q4 		$1.26M Buy
+24,509
New +$1.27M 0.72% 17

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Gross & Hartman Investments's EVTR Position: Q2 2026 in Review

Gross & Hartman Investments increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 5.9% in Q2 2026, buying an estimated $74.5K and bringing the position to 26,382 shares worth $1.34M. The position accounts for 0.59% of the portfolio, ranked #18.

Gross & Hartman Investments first reported a position in EVTR in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Gross & Hartman Investments held 26,382 shares of Eaton Vance Total Return Bond ETF worth $1.34M as of Q2 2026.
  • Gross & Hartman Investments bought 1,464 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $74.5K.
  • Eaton Vance Total Return Bond ETF made up 0.59% of Gross & Hartman Investments's portfolio in Q2 2026, its #18 holding.
  • Gross & Hartman Investments first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.