HM Payson & Co’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

HM Payson & Co’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
2025 Q4	–	Sell	-162	Closed	-$8.34K	–	1213
2025 Q3	$8.34K	Buy	+162	New	+$8.28K	﹤0.01%	912

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HM Payson & Co's EVTR Position: Q4 2025 in Review

HM Payson & Co sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q4 2025, closing a stake of 162 shares — an estimated $8.34K sold.

HM Payson & Co first reported a position in EVTR in Q3 2025 and held it in 1 quarter. The position peaked at $8.34K in Q3 2025. 157 funds tracked by Wall St. Rank hold EVTR as of Q4 2025.

HM Payson & Co reported no remaining Eaton Vance Total Return Bond ETF position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 162 Eaton Vance Total Return Bond ETF shares in Q4 2025, an estimated $8.34K.
HM Payson & Co first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and held it in 1 quarter.
HM Payson & Co's Eaton Vance Total Return Bond ETF position peaked at $8.34K in Q3 2025.
157 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.