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IronOak Wealth’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

IronOak Wealth’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
2024
Q4 		$954K Buy
+19,126
New +$968K 1.07% 34

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

IronOak Wealth's EVTR Position: Q4 2024 in Review

IronOak Wealth opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q4 2024: 19,126 shares worth $954K. The stake represents 1.07% of the portfolio and ranks #34 among its holdings.

81 funds tracked by Wall St. Rank hold EVTR as of Q4 2024.

  • IronOak Wealth held 19,126 shares of Eaton Vance Total Return Bond ETF worth $954K as of Q4 2024.
  • Eaton Vance Total Return Bond ETF was a new IronOak Wealth position in Q4 2024.
  • Eaton Vance Total Return Bond ETF made up 1.07% of IronOak Wealth's portfolio in Q4 2024, its #34 holding.
  • 81 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.