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

&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
2026
Q1 		$2.05M Buy
40,313
+3,669
+10% +$189K 0.01% 888
2025
Q4 		$1.89M Sell
36,644
-943
-3% -$48.7K 0.01% 899
2025
Q3 		$1.9M Buy
37,587
+20,358
+118% +$1.04M 0.01% 778
2025
Q2 		$876K Buy
17,229
+12,797
+289% +$644K 0.01% 1047
2025
Q1 		$220K Buy
+4,432
New +$223K ﹤0.01% 1583

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

&Partners's EVTR Position: Q1 2026 in Review

&Partners increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 10% in Q1 2026, buying an estimated $189K and bringing the position to 40,313 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #888.

&Partners first reported a position in EVTR in Q1 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • &Partners held 40,313 shares of Eaton Vance Total Return Bond ETF worth $2.05M as of Q1 2026.
  • &Partners bought 3,669 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $189K.
  • Eaton Vance Total Return Bond ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #888 holding.
  • &Partners first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.