Heritage Wealth Management (Ohio)’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Heritage Wealth Management (Ohio)’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	$4.15M	Buy	81,742 +7,707	+10%	+$392K	1.03%	19
2026 Q1	$3.76M	Buy	74,035 +11,358	+18%	+$585K	1.86%	9
2025 Q4	$3.23M	Buy	62,677 +56,481	+912%	+$2.92M	0.9%	20
2025 Q3	$319K	Buy	+6,196	New	+$317K	0.09%	184

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s EVTR Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 10% in Q2 2026, buying an estimated $392K and bringing the position to 81,742 shares worth $4.15M. The position accounts for 1.03% of the portfolio, ranked #19.

Heritage Wealth Management (Ohio) first reported a position in EVTR in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Heritage Wealth Management (Ohio) held 81,742 shares of Eaton Vance Total Return Bond ETF worth $4.15M as of Q2 2026.
Heritage Wealth Management (Ohio) bought 7,707 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $392K.
Eaton Vance Total Return Bond ETF made up 1.03% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #19 holding.
Heritage Wealth Management (Ohio) first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 4 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.