Sanctuary Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Sanctuary Advisors’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	$13.5M	Buy	267,193 +13,993	+6%	+$712K	0.06%	320
2026 Q1	$12.8M	Buy	253,200 +50,590	+25%	+$2.61M	0.07%	307
2025 Q4	$10.4M	Buy	202,610 +190,772	+1,612%	+$9.85M	0.06%	339
2025 Q3	$609K	Sell	11,838 -2,299	-16%	-$118K	﹤0.01%	1586
2025 Q2	$719K	Sell	14,137 -3,242	-19%	-$163K	﹤0.01%	1404
2025 Q1	$880K	Buy	17,379 +1,035	+6%	+$52.1K	0.01%	1197
2024 Q4	$822K	Buy	+16,344	New	+$827K	0.01%	1375

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sanctuary Advisors's EVTR Position: Q2 2026 in Review

Sanctuary Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 5.5% in Q2 2026, buying an estimated $712K and bringing the position to 267,193 shares worth $13.5M. The position accounts for 0.06% of the portfolio, ranked #320.

Sanctuary Advisors first reported a position in EVTR in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Sanctuary Advisors held 267,193 shares of Eaton Vance Total Return Bond ETF worth $13.5M as of Q2 2026.
Sanctuary Advisors bought 13,993 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $712K.
Eaton Vance Total Return Bond ETF made up 0.06% of Sanctuary Advisors's portfolio in Q2 2026, its #320 holding.
Sanctuary Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.