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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
Q2 		– Sell
-8,110
Closed -$412K – 1655
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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Advisor Alliance's EVTR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026, closing a stake of 8,110 shares — an estimated $412K sold.

Independent Advisor Alliance first reported a position in EVTR in Q4 2024 and held it in 2 quarters. The position peaked at $4.12M in Q4 2024. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Eaton Vance Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,110 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $412K.
  • Independent Advisor Alliance first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Eaton Vance Total Return Bond ETF position peaked at $4.12M in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.