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REAP Financial Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

REAP Financial 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
-970
Closed -$49.3K – 560
2025
Q2 		$49.3K Buy
970
+11
+1% +$554 0.01% 267
2025
Q1 		$48.5K Buy
959
+8
+0.8% +$402 0.01% 218
2024
Q4 		$47.4K Buy
+951
New +$48.1K 0.01% 208

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

REAP Financial Group's EVTR Position: Q3 2025 in Review

REAP Financial Group sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q3 2025, closing a stake of 970 shares — an estimated $49.3K sold.

REAP Financial Group first reported a position in EVTR in Q4 2024 and held it in 3 quarters. The position peaked at $49.3K in Q2 2025. 128 funds tracked by Wall St. Rank hold EVTR as of Q3 2025.

  • REAP Financial Group reported no remaining Eaton Vance Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
  • REAP Financial Group sold 970 Eaton Vance Total Return Bond ETF shares in Q3 2025, an estimated $49.3K.
  • REAP Financial Group first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and held it in 3 quarters.
  • REAP Financial Group's Eaton Vance Total Return Bond ETF position peaked at $49.3K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2025.

Based on REAP Financial Group's 13F filing for Q3 2025, filed 6 Nov 2025.