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

Private Portfolio 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
2024
Q4 		$244K Sell
4,892
-240
-5% -$12.1K 0.04% 262
2024
Q3 		$266K Buy
+5,132
New +$262K 0.05% 247
2024
Q2 		– Sell
-5,102
Closed -$254K – 282
2024
Q1 		$254K Buy
+5,102
New +$255K 0.05% 236

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Private Portfolio Partners's EVTR Position: Q4 2024 in Review

Private Portfolio Partners reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 4.7% in Q4 2024, selling an estimated $12.1K and leaving 4,892 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #262.

Private Portfolio Partners first reported a position in EVTR in Q1 2024 and has held it in 3 quarters since. The position peaked at $266K in Q3 2024. 81 funds tracked by Wall St. Rank hold EVTR as of Q4 2024.

  • Private Portfolio Partners held 4,892 shares of Eaton Vance Total Return Bond ETF worth $244K as of Q4 2024.
  • Private Portfolio Partners sold 240 Eaton Vance Total Return Bond ETF shares in Q4 2024, an estimated $12.1K.
  • Eaton Vance Total Return Bond ETF made up 0.04% of Private Portfolio Partners's portfolio in Q4 2024, its #262 holding.
  • Private Portfolio Partners first reported a position in Eaton Vance Total Return Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • Private Portfolio Partners's Eaton Vance Total Return Bond ETF position peaked at $266K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.