Rockefeller Capital Management
EVTR icon

Rockefeller Capital Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Rockefeller Capital 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 		$12.3M Buy
+242,335
New +$12.3M 0.02% 649
2026
Q1 		– Sell
-2,130
Closed -$110K – 4895
2025
Q4 		$110K Buy
+2,130
New +$110K ﹤0.01% 2673

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Fidelity Investments
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PAM
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Rockefeller Capital Management's EVTR Position: Q2 2026 in Review

Rockefeller Capital Management opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026: 242,335 shares worth $12.3M. The stake represents 0.02% of the portfolio and ranks #649 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in EVTR as recently as Q4 2025.

Rockefeller Capital Management first reported a position in EVTR in Q4 2025 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Rockefeller Capital Management held 242,335 shares of Eaton Vance Total Return Bond ETF worth $12.3M as of Q2 2026.
  • Eaton Vance Total Return Bond ETF was a new Rockefeller Capital Management position in Q2 2026.
  • Eaton Vance Total Return Bond ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #649 holding.
  • Rockefeller Capital Management first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.