KWB Wealth
EVTR icon

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

KWB 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
2026
Q3 		$1.61M Buy
33,379
+13,763
+70% +$687K 0.14% 78
2026
Q2 		$995K Buy
+19,616
New +$998K 0.09% 86

Other funds holding EVTR

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Madrid Wealth Management
Madrid Wealth Management Albuquerque, New Mexico $157M AUM 13.34% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Live Oak Investment Partners
Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Cravens & Co Advisors
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return

KWB Wealth's EVTR Position: Q3 2026 in Review

KWB Wealth increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 70% in Q3 2026, buying an estimated $687K and bringing the position to 33,379 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #78.

KWB Wealth first reported a position in EVTR in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

  • KWB Wealth held 33,379 shares of Eaton Vance Total Return Bond ETF worth $1.61M as of Q3 2026.
  • KWB Wealth bought 13,763 Eaton Vance Total Return Bond ETF shares in Q3 2026, an estimated $687K.
  • Eaton Vance Total Return Bond ETF made up 0.14% of KWB Wealth's portfolio in Q3 2026, its #78 holding.
  • KWB Wealth first reported a position in Eaton Vance Total Return Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.