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Raffa Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Raffa Wealth Management’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 		$20.4K Sell
402
-9
-2% -$458 ﹤0.01% 285
2026
Q1 		$20.9K Buy
+411
New +$21.2K ﹤0.01% 264

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Raffa Wealth Management's EVTR Position: Q2 2026 in Review

Raffa Wealth Management reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 2.2% in Q2 2026, selling an estimated $458 and leaving 402 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Raffa Wealth Management first reported a position in EVTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.9K in Q1 2026. 172 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Raffa Wealth Management held 402 shares of Eaton Vance Total Return Bond ETF worth $20.4K as of Q2 2026.
  • Raffa Wealth Management sold 9 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $458.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Raffa Wealth Management first reported a position in Eaton Vance Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Raffa Wealth Management's Eaton Vance Total Return Bond ETF position peaked at $20.9K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.