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Silvercrest Asset Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Silvercrest Asset 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
-5,797
Closed -$299K – 903
2025
Q4 		$299K Buy
+5,797
New +$299K ﹤0.01% 797

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Silvercrest Asset Management's EVTR Position: Q1 2026 in Review

Silvercrest Asset Management sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q1 2026, closing a stake of 5,797 shares — an estimated $299K sold.

Silvercrest Asset Management first reported a position in EVTR in Q4 2025 and held it in 1 quarter. The position peaked at $299K in Q4 2025. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • Silvercrest Asset Management reported no remaining Eaton Vance Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Silvercrest Asset Management sold 5,797 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $299K.
  • Silvercrest Asset Management first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and held it in 1 quarter.
  • Silvercrest Asset Management's Eaton Vance Total Return Bond ETF position peaked at $299K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.