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Independent Financial Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Independent Financial Group’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 		$1.11M Sell
21,981
-6,750
-23% -$343K 0.02% 645
2026
Q1 		$1.46M Buy
+28,731
New +$1.48M 0.03% 505

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 Financial Group's EVTR Position: Q2 2026 in Review

Independent Financial Group reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 23% in Q2 2026, selling an estimated $343K and leaving 21,981 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #645.

Independent Financial Group first reported a position in EVTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.46M in Q1 2026. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Independent Financial Group held 21,981 shares of Eaton Vance Total Return Bond ETF worth $1.11M as of Q2 2026.
  • Independent Financial Group sold 6,750 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $343K.
  • Eaton Vance Total Return Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #645 holding.
  • Independent Financial Group first reported a position in Eaton Vance Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Independent Financial Group's Eaton Vance Total Return Bond ETF position peaked at $1.46M in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.