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Independent Advisor Alliance’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Independent Advisor Alliance’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 		$412K Buy
+8,110
New +$418K ﹤0.01% 1193
2025
Q1 		– Sell
-82,634
Closed -$4.12M – 1399
2024
Q4 		$4.12M Buy
+82,634
New +$4.18M 0.05% 313

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

Independent Advisor Alliance's EVTR Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q1 2026: 8,110 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in EVTR as recently as Q4 2024.

Independent Advisor Alliance first reported a position in EVTR in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.12M in Q4 2024. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • Independent Advisor Alliance held 8,110 shares of Eaton Vance Total Return Bond ETF worth $412K as of Q1 2026.
  • Eaton Vance Total Return Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1193 holding.
  • Independent Advisor Alliance first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Eaton Vance Total Return Bond ETF position peaked at $4.12M in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.