ORG Partners’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

ORG Partners’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
2025 Q4	$2.91M	Buy	56,508 +4,300	+8%	+$222K	0.51%	39
2025 Q3	$2.69M	Sell	52,208 -475	-0.9%	-$24.3K	0.49%	42
2025 Q2	$2.68M	Buy	52,683 +10,062	+24%	+$506K	0.57%	33
2025 Q1	$1.84M	Buy	+42,621	New	+$2.14M	0.45%	44

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

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

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

PAM

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ORG Partners's EVTR Position: Q4 2025 in Review

ORG Partners increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 8.2% in Q4 2025, buying an estimated $222K and bringing the position to 56,508 shares worth $2.91M. The position accounts for 0.51% of the portfolio, ranked #39.

ORG Partners first reported a position in EVTR in Q1 2025 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold EVTR as of Q4 2025.

ORG Partners held 56,508 shares of Eaton Vance Total Return Bond ETF worth $2.91M as of Q4 2025.
ORG Partners bought 4,300 Eaton Vance Total Return Bond ETF shares in Q4 2025, an estimated $222K.
Eaton Vance Total Return Bond ETF made up 0.51% of ORG Partners's portfolio in Q4 2025, its #39 holding.
ORG Partners first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 4 quarters since.
157 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.