Miller Financial Services’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Miller Financial Services’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	$816K	Buy	16,084 +1,070	+7%	+$54.4K	0.66%	47
2026 Q1	$762K	Buy	15,014 +1,756	+13%	+$90.5K	0.83%	35
2025 Q4	$683K	Buy	13,258 +6,697	+102%	+$346K	0.8%	40
2025 Q3	$338K	Buy	6,561 +1,202	+22%	+$61.4K	0.39%	73
2025 Q2	$273K	Buy	5,359 +50	+0.9%	+$2.52K	0.35%	80
2025 Q1	$269K	Buy	5,309 +454	+9%	+$22.8K	0.39%	72
2024 Q4	$242K	Buy	+4,855	New	+$246K	0.2%	108

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

Miller Financial Services's EVTR Position: Q2 2026 in Review

Miller Financial Services increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 7.1% in Q2 2026, buying an estimated $54.4K and bringing the position to 16,084 shares worth $816K. The position accounts for 0.66% of the portfolio, ranked #47.

Miller Financial Services first reported a position in EVTR in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Miller Financial Services held 16,084 shares of Eaton Vance Total Return Bond ETF worth $816K as of Q2 2026.
Miller Financial Services bought 1,070 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $54.4K.
Eaton Vance Total Return Bond ETF made up 0.66% of Miller Financial Services's portfolio in Q2 2026, its #47 holding.
Miller Financial Services first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.