N.E.W. Advisory Services’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

N.E.W. Advisory Services's EVTR Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 18% in Q2 2026, selling an estimated $16.4K and leaving 1,446 shares worth $73.3K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

N.E.W. Advisory Services first reported a position in EVTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.68M in Q4 2025. 121 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

• N.E.W. Advisory Services held 1,446 shares of Eaton Vance Total Return Bond ETF worth $73.3K as of Q2 2026.
• N.E.W. Advisory Services sold 322 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $16.4K.
• Eaton Vance Total Return Bond ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #326 holding.
• N.E.W. Advisory Services first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 4 quarters since.
• N.E.W. Advisory Services's Eaton Vance Total Return Bond ETF position peaked at $6.68M in Q4 2025.
• 121 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.