HIW
EVTR icon

Holos Integrated Wealth’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Holos Integrated Wealth’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 		– Sell
-31
Closed -$1.58K – 423
2026
Q1 		$1.58K Buy
+31
New +$1.6K ﹤0.01% 349

Other funds holding EVTR

PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Holos Integrated Wealth's EVTR Position: Q2 2026 in Review

Holos Integrated Wealth sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026, closing a stake of 31 shares — an estimated $1.58K sold.

Holos Integrated Wealth first reported a position in EVTR in Q1 2026 and held it in 1 quarter. The position peaked at $1.58K in Q1 2026. 49 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Holos Integrated Wealth reported no remaining Eaton Vance Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 31 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $1.58K.
  • Holos Integrated Wealth first reported a position in Eaton Vance Total Return Bond ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's Eaton Vance Total Return Bond ETF position peaked at $1.58K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.