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International Assets Investment Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

International Assets Investment Management’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 		$87.4K Buy
1,726
+204
+13% +$10.4K 0.01% 1136
2026
Q1 		$77.3K Hold
1,522
– – 0.01% 1090
2025
Q4 		$78.4K Buy
+1,522
New +$78.6K 0.01% 1070
2024
Q4 		– Sell
-104,824
Closed -$2.02K – 2018
2024
Q3 		$2.02K Buy
104,824
+102,668
+4,762% +$5.25M 0.01% 890
2024
Q2 		$107K Buy
+2,156
New +$106K 0.01% 925

Other funds holding EVTR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

International Assets Investment Management's EVTR Position: Q2 2026 in Review

International Assets Investment Management increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 13% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,726 shares worth $87.4K. The position accounts for 0.01% of the portfolio, ranked #1136.

International Assets Investment Management first reported a position in EVTR in Q2 2024 and has held it in 5 quarters since. The position peaked at $107K in Q2 2024. 139 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • International Assets Investment Management held 1,726 shares of Eaton Vance Total Return Bond ETF worth $87.4K as of Q2 2026.
  • International Assets Investment Management bought 204 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $10.4K.
  • Eaton Vance Total Return Bond ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1136 holding.
  • International Assets Investment Management first reported a position in Eaton Vance Total Return Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • International Assets Investment Management's Eaton Vance Total Return Bond ETF position peaked at $107K in Q2 2024.
  • 139 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.