Harbour Investments’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Harbour 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 Q1	$12M	Buy	236,879 +233,636	+7,204%	+$12M	0.19%	103
2025 Q4	$167K	Buy	3,243 +711	+28%	+$36.7K	﹤0.01%	1372
2025 Q3	$130K	Buy	2,532 +1,699	+204%	+$86.9K	﹤0.01%	1447
2025 Q2	$42.4K	Sell	833 -86	-9%	-$4.33K	﹤0.01%	1905
2025 Q1	$46.5K	Hold	919	–	–	﹤0.01%	1804
2024 Q4	$45.8K	Buy	919 +569	+163%	+$28.8K	﹤0.01%	1755
2024 Q3	$18.1K	Buy	350 +345	+6,900%	+$17.6K	﹤0.01%	2106
2024 Q2	$272	Sell	5 -1,037	-100%	-$51.2K	﹤0.01%	3145
2024 Q1	$51.8K	Buy	+1,042	New	+$52K	﹤0.01%	1510

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

Harbour Investments's EVTR Position: Q1 2026 in Review

Harbour Investments increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 7,204% in Q1 2026, buying an estimated $12M and bringing the position to 236,879 shares worth $12M. The position accounts for 0.19% of the portfolio, ranked #103.

Harbour Investments first reported a position in EVTR in Q1 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Harbour Investments held 236,879 shares of Eaton Vance Total Return Bond ETF worth $12M as of Q1 2026.
Harbour Investments bought 233,636 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $12M.
Eaton Vance Total Return Bond ETF made up 0.19% of Harbour Investments's portfolio in Q1 2026, its #103 holding.
Harbour Investments first reported a position in Eaton Vance Total Return Bond ETF in Q1 2024 and has held it in 9 quarters since.
176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.