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

Kingsview Wealth 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	$8.47M	Buy	166,963 +23,461	+16%	+$1.19M	0.1%	186
2026 Q1	$7.28M	Buy	143,502 +4,449	+3%	+$229K	0.1%	208
2025 Q4	$7.16M	Buy	139,053 +77,225	+125%	+$3.99M	0.1%	198
2025 Q3	$3.18M	Buy	61,828 +53,933	+683%	+$2.76M	0.05%	369
2025 Q2	$402K	Sell	7,895 -300	-4%	-$15.1K	0.01%	847
2025 Q1	$415K	Sell	8,195 -372	-4%	-$18.7K	0.01%	785
2024 Q4	$427K	Buy	8,567 +904	+12%	+$45.8K	0.01%	794
2024 Q3	$397K	Buy	7,663 +1,574	+26%	+$80.5K	0.01%	784
2024 Q2	$302K	Sell	6,089 -38	-0.6%	-$1.88K	0.01%	833
2024 Q1	$305K	Buy	+6,127	New	+$306K	0.01%	809

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingsview Wealth Management's EVTR Position: Q2 2026 in Review

Kingsview Wealth Management increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 16% in Q2 2026, buying an estimated $1.19M and bringing the position to 166,963 shares worth $8.47M. The position accounts for 0.1% of the portfolio, ranked #186.

Kingsview Wealth Management first reported a position in EVTR in Q1 2024 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Kingsview Wealth Management held 166,963 shares of Eaton Vance Total Return Bond ETF worth $8.47M as of Q2 2026.
Kingsview Wealth Management bought 23,461 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $1.19M.
Eaton Vance Total Return Bond ETF made up 0.1% of Kingsview Wealth Management's portfolio in Q2 2026, its #186 holding.
Kingsview Wealth Management first reported a position in Eaton Vance Total Return Bond ETF in Q1 2024 and has held it in 10 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.