Mark Sheptoff Financial Planning’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Mark Sheptoff Financial Planning’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	$53.2K	Sell	1,050 -13,454	-93%	-$684K	0.03%	178
2026 Q1	$736K	Buy	14,504 +702	+5%	+$36.2K	0.39%	46
2025 Q4	$711K	Buy	+13,802	New	+$713K	0.34%	45

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

Mark Sheptoff Financial Planning's EVTR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 93% in Q2 2026, selling an estimated $684K and leaving 1,050 shares worth $53.2K. The position accounts for 0.03% of the portfolio, ranked #178.

Mark Sheptoff Financial Planning first reported a position in EVTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $736K in Q1 2026. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Mark Sheptoff Financial Planning held 1,050 shares of Eaton Vance Total Return Bond ETF worth $53.2K as of Q2 2026.
Mark Sheptoff Financial Planning sold 13,454 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $684K.
Eaton Vance Total Return Bond ETF made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #178 holding.
Mark Sheptoff Financial Planning first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
Mark Sheptoff Financial Planning's Eaton Vance Total Return Bond ETF position peaked at $736K in Q1 2026.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.