Merit Financial Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Merit Financial Group’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	$2.98M	Buy	58,689 +13,937	+31%	+$709K	0.02%	590
2026 Q1	$2.27M	Buy	44,752 +4,747	+12%	+$245K	0.02%	620
2025 Q4	$2.06M	Sell	40,005 -3,655	-8%	-$189K	0.02%	637
2025 Q3	$2.25M	Sell	43,660 -1,479	-3%	-$75.6K	0.02%	536
2025 Q2	$2.3M	Sell	45,139 -14,851	-25%	-$747K	0.03%	480
2025 Q1	$3.04M	Buy	59,990 +258	+0.4%	+$13K	0.05%	321
2024 Q4	$2.98M	Buy	+59,732	New	+$3.02M	0.05%	278

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

Merit Financial Group's EVTR Position: Q2 2026 in Review

Merit Financial Group increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 31% in Q2 2026, buying an estimated $709K and bringing the position to 58,689 shares worth $2.98M. The position accounts for 0.02% of the portfolio, ranked #590.

Merit Financial Group first reported a position in EVTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.04M in Q1 2025. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Merit Financial Group held 58,689 shares of Eaton Vance Total Return Bond ETF worth $2.98M as of Q2 2026.
Merit Financial Group bought 13,937 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $709K.
Eaton Vance Total Return Bond ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #590 holding.
Merit Financial Group first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Eaton Vance Total Return Bond ETF position peaked at $3.04M in Q1 2025.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.