IFP Advisors
EVTR icon

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
Q3 		$4.4M Buy
91,386
+11,779
+15% +$588K 0.08% 291
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prodigy Asset Management
Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IFP Advisors's EVTR Position: Q3 2026 in Review

IFP Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 15% in Q3 2026, buying an estimated $588K and bringing the position to 91,386 shares worth $4.4M. The position accounts for 0.08% of the portfolio, ranked #291.

IFP Advisors first reported a position in EVTR in Q1 2025 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

  • IFP Advisors held 91,386 shares of Eaton Vance Total Return Bond ETF worth $4.4M as of Q3 2026.
  • IFP Advisors bought 11,779 Eaton Vance Total Return Bond ETF shares in Q3 2026, an estimated $588K.
  • Eaton Vance Total Return Bond ETF made up 0.08% of IFP Advisors's portfolio in Q3 2026, its #291 holding.
  • IFP Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.