IFP Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

IFP Advisors’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	$4.04M	Buy	79,607 +19,100	+32%	+$971K	0.07%	299
2026 Q1	$3.07M	Buy	60,507 +58,547	+2,987%	+$3.02M	0.06%	334
2025 Q4	$101K	Buy	1,960 +1,940	+9,700%	+$100K	﹤0.01%	1782
2025 Q3	$1.03K	Sell	20 -231	-92%	-$11.8K	﹤0.01%	3953
2025 Q2	$12.8K	Hold	251	–	–	﹤0.01%	2784
2025 Q1	$12.7K	Buy	+251	New	+$12.6K	﹤0.01%	2495

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

IFP Advisors's EVTR Position: Q2 2026 in Review

IFP Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 32% in Q2 2026, buying an estimated $971K and bringing the position to 79,607 shares worth $4.04M. The position accounts for 0.07% of the portfolio, ranked #299.

IFP Advisors first reported a position in EVTR in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

IFP Advisors held 79,607 shares of Eaton Vance Total Return Bond ETF worth $4.04M as of Q2 2026.
IFP Advisors bought 19,100 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $971K.
Eaton Vance Total Return Bond ETF made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #299 holding.
IFP Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.