Mount Yale Investment Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Mount Yale Investment Advisors’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	$15.5M	Buy	305,794 +4,668	+2%	+$237K	0.29%	78
2026 Q1	$15.3M	Buy	+301,126	New	+$15.5M	0.35%	59
2025 Q4	–	Sell	-296,471	Closed	-$15.3M	–	811
2025 Q3	$15.3M	Buy	296,471 +38,435	+15%	+$1.96M	1.07%	18
2025 Q2	$13.1M	Sell	258,036 -7,390	-3%	-$372K	1.02%	16
2025 Q1	$13.4M	Buy	265,426 +93,880	+55%	+$4.72M	1.15%	12
2024 Q4	$8.55M	Buy	+171,546	New	+$8.68M	0.69%	20

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

Mount Yale Investment Advisors's EVTR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 1.6% in Q2 2026, buying an estimated $237K and bringing the position to 305,794 shares worth $15.5M. The position accounts for 0.29% of the portfolio, ranked #78.

Mount Yale Investment Advisors first reported a position in EVTR in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Mount Yale Investment Advisors held 305,794 shares of Eaton Vance Total Return Bond ETF worth $15.5M as of Q2 2026.
Mount Yale Investment Advisors bought 4,668 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $237K.
Eaton Vance Total Return Bond ETF made up 0.29% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #78 holding.
Mount Yale Investment Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.