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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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s EVTR Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 18% in Q1 2026, buying an estimated $585K and bringing the position to 74,035 shares worth $3.76M. The position accounts for 1.86% of the portfolio, ranked #9.

Heritage Wealth Management (Ohio) first reported a position in EVTR in Q3 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 74,035 shares of Eaton Vance Total Return Bond ETF worth $3.76M as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 11,358 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $585K.
  • Eaton Vance Total Return Bond ETF made up 1.86% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #9 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.