MYIA
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.1M Sell
258,036
-7,390
-3% -$376K 1.02% 16
2025
Q1 		$13.4M Buy
265,426
+93,880
+55% +$4.75M 1.15% 12
2024
Q4 		$8.55M Buy
+171,546
New +$8.55M 0.69% 20