IPAM
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Investment Partners Asset Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Investment Partners Asset 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 		$1.5M Buy
29,586
+1,181
+4% +$60.1K 0.83% 36
2026
Q1 		$1.44M Buy
28,405
+7,640
+37% +$394K 0.89% 30
2025
Q4 		$1.07M Buy
+20,765
New +$1.07M 0.67% 41

Other funds holding EVTR

PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Investment Partners Asset Management's EVTR Position: Q2 2026 in Review

Investment Partners Asset Management increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 4.2% in Q2 2026, buying an estimated $60.1K and bringing the position to 29,586 shares worth $1.5M. The position accounts for 0.83% of the portfolio, ranked #36.

Investment Partners Asset Management first reported a position in EVTR in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Investment Partners Asset Management held 29,586 shares of Eaton Vance Total Return Bond ETF worth $1.5M as of Q2 2026.
  • Investment Partners Asset Management bought 1,181 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $60.1K.
  • Eaton Vance Total Return Bond ETF made up 0.83% of Investment Partners Asset Management's portfolio in Q2 2026, its #36 holding.
  • Investment Partners Asset Management first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.