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Investment Research & Advisory Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Investment Research & Advisory 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 		$54 Hold
1
– – ﹤0.01% 310
2026
Q1 		$53 Hold
1
– – ﹤0.01% 276
2025
Q4 		$53 Hold
1
– – ﹤0.01% 272
2025
Q3 		$522 Hold
1
– – ﹤0.01% 238
2025
Q2 		$51 Buy
+1
New +$50 ﹤0.01% 241

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Investment Research & Advisory Group's EVTR Position: Q2 2026 in Review

Investment Research & Advisory Group held its Eaton Vance Total Return Bond ETF (EVTR) position steady in Q2 2026 at 1 share worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Investment Research & Advisory Group first reported a position in EVTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $522 in Q3 2025. 66 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Investment Research & Advisory Group held 1 share of Eaton Vance Total Return Bond ETF worth $54 as of Q2 2026.
  • Investment Research & Advisory Group left its Eaton Vance Total Return Bond ETF share count unchanged in Q2 2026.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #310 holding.
  • Investment Research & Advisory Group first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Investment Research & Advisory Group's Eaton Vance Total Return Bond ETF position peaked at $522 in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.