Parr McKnight Wealth Management Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Parr McKnight Wealth Management Group’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 Q3	–	Sell	-4,188	Closed	-$213K	–	235
2025 Q2	$213K	Sell	4,188 -49	-1%	-$2.47K	0.03%	222
2025 Q1	$215K	Sell	4,237 -940	-18%	-$47.3K	0.03%	223
2024 Q4	$258K	Buy	+5,177	New	+$262K	0.04%	213

Other funds holding EVTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

PAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Parr McKnight Wealth Management Group's EVTR Position: Q3 2025 in Review

Parr McKnight Wealth Management Group sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q3 2025, closing a stake of 4,188 shares — an estimated $213K sold.

Parr McKnight Wealth Management Group first reported a position in EVTR in Q4 2024 and held it in 3 quarters. The position peaked at $258K in Q4 2024. 128 funds tracked by Wall St. Rank hold EVTR as of Q3 2025.

Parr McKnight Wealth Management Group reported no remaining Eaton Vance Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
Parr McKnight Wealth Management Group sold 4,188 Eaton Vance Total Return Bond ETF shares in Q3 2025, an estimated $213K.
Parr McKnight Wealth Management Group first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and held it in 3 quarters.
Parr McKnight Wealth Management Group's Eaton Vance Total Return Bond ETF position peaked at $258K in Q4 2024.
128 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q3 2025, filed 10 Nov 2025.