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
Q1 		– Sell
-2,130
Closed -$110K – 4895
2025
Q4 		$110K Buy
+2,130
New +$110K ﹤0.01% 2673

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Rockefeller Capital Management's EVTR Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q1 2026, closing a stake of 2,130 shares — an estimated $110K sold.

Rockefeller Capital Management first reported a position in EVTR in Q4 2025 and held it in 1 quarter. The position peaked at $110K in Q4 2025. 177 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Eaton Vance Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 2,130 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $110K.
  • Rockefeller Capital Management first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Eaton Vance Total Return Bond ETF position peaked at $110K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.