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Marino Stram & Associates’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Marino Stram & Associates’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
Q1 		$337K Buy
6,649
+585
+10% +$30.1K 0.06% 144
2025
Q4 		$312K Buy
6,064
+1,788
+42% +$92.4K 0.06% 150
2025
Q3 		$220K Buy
+4,276
New +$219K 0.04% 181

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marino Stram & Associates's EVTR Position: Q1 2026 in Review

Marino Stram & Associates increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 9.6% in Q1 2026, buying an estimated $30.1K and bringing the position to 6,649 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #144.

Marino Stram & Associates first reported a position in EVTR in Q3 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • Marino Stram & Associates held 6,649 shares of Eaton Vance Total Return Bond ETF worth $337K as of Q1 2026.
  • Marino Stram & Associates bought 585 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $30.1K.
  • Eaton Vance Total Return Bond ETF made up 0.06% of Marino Stram & Associates's portfolio in Q1 2026, its #144 holding.
  • Marino Stram & Associates first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.