Peak Planning Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Peak Planning 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
2026 Q2	$3.16M	Sell	62,279 -25	-0%	-$1.27K	0.71%	22
2026 Q1	$3.16M	Buy	62,304 +3,413	+6%	+$176K	0.88%	23
2025 Q4	$3.03M	Buy	+58,891	New	+$3.04M	0.85%	21
2025 Q2	–	Sell	-47,059	Closed	-$2.38M	–	132
2025 Q1	$2.38M	Sell	47,059 -2,350	-5%	-$118K	1%	19
2024 Q4	$2.46M	Buy	49,409 +2,679	+6%	+$136K	1.03%	18
2024 Q3	$2.42M	Buy	+46,730	New	+$2.39M	1.06%	19

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Peak Planning Group's EVTR Position: Q2 2026 in Review

Peak Planning Group reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 0.04% in Q2 2026, selling an estimated $1.27K and leaving 62,279 shares worth $3.16M. The position accounts for 0.71% of the portfolio, ranked #22.

Peak Planning Group first reported a position in EVTR in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.16M in Q1 2026. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Peak Planning Group held 62,279 shares of Eaton Vance Total Return Bond ETF worth $3.16M as of Q2 2026.
Peak Planning Group sold 25 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $1.27K.
Eaton Vance Total Return Bond ETF made up 0.71% of Peak Planning Group's portfolio in Q2 2026, its #22 holding.
Peak Planning Group first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and has held it in 6 quarters since.
Peak Planning Group's Eaton Vance Total Return Bond ETF position peaked at $3.16M in Q1 2026.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.