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Holistic Planning’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Holistic Planning’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 		$1.96M Buy
38,624
+18,736
+94% +$965K 0.39% 61
2025
Q4 		$1.02M Buy
+19,888
New +$1.03M 0.22% 91

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

Holistic Planning's EVTR Position: Q1 2026 in Review

Holistic Planning increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 94% in Q1 2026, buying an estimated $965K and bringing the position to 38,624 shares worth $1.96M. The position accounts for 0.39% of the portfolio, ranked #61.

Holistic Planning first reported a position in EVTR in Q4 2025 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • Holistic Planning held 38,624 shares of Eaton Vance Total Return Bond ETF worth $1.96M as of Q1 2026.
  • Holistic Planning bought 18,736 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $965K.
  • Eaton Vance Total Return Bond ETF made up 0.39% of Holistic Planning's portfolio in Q1 2026, its #61 holding.
  • Holistic Planning first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.