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 Q2	$995K	Buy	+19,616	New	+$998K	0.09%	86

Other funds holding EVTR

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KWB Wealth's EVTR Position: Q2 2026 in Review

KWB Wealth opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026: 19,616 shares worth $995K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings.

27 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

KWB Wealth held 19,616 shares of Eaton Vance Total Return Bond ETF worth $995K as of Q2 2026.
Eaton Vance Total Return Bond ETF was a new KWB Wealth position in Q2 2026.
Eaton Vance Total Return Bond ETF made up 0.09% of KWB Wealth's portfolio in Q2 2026, its #86 holding.
27 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.