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 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 $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mount Yale Investment Advisors's EVTR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q1 2026: 301,126 shares worth $15.3M. The stake represents 0.35% of the portfolio and ranks #59 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EVTR as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in EVTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $15.3M in Q3 2025. 177 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Mount Yale Investment Advisors held 301,126 shares of Eaton Vance Total Return Bond ETF worth $15.3M as of Q1 2026.
Eaton Vance Total Return Bond ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Eaton Vance Total Return Bond ETF made up 0.35% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #59 holding.
Mount Yale Investment Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 5 quarters since.
Mount Yale Investment Advisors's Eaton Vance Total Return Bond ETF position peaked at $15.3M in Q3 2025.
177 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.