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

IFS 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	$6.63M	Buy	+137,663	New	+$6.87M	2%	14

Other funds holding EVTR

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Focus Financial Network

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

IFS Advisors's EVTR Position: Q3 2026 in Review

IFS Advisors opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q3 2026: 137,663 shares worth $6.63M. The stake represents 2% of the portfolio and ranks #14 among its holdings.

17 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

IFS Advisors held 137,663 shares of Eaton Vance Total Return Bond ETF worth $6.63M as of Q3 2026.
Eaton Vance Total Return Bond ETF was a new IFS Advisors position in Q3 2026.
Eaton Vance Total Return Bond ETF made up 2% of IFS Advisors's portfolio in Q3 2026, its #14 holding.
17 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.