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

Smartleaf 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 		$9.35K Hold
184
– – ﹤0.01% 2363
2025
Q4 		$9.49K Buy
+184
New +$9.51K ﹤0.01% 2418

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

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

Smartleaf Asset Management held its Eaton Vance Total Return Bond ETF (EVTR) position steady in Q1 2026 at 184 shares worth $9.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Smartleaf Asset Management first reported a position in EVTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.49K in Q4 2025. 177 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • Smartleaf Asset Management held 184 shares of Eaton Vance Total Return Bond ETF worth $9.35K as of Q1 2026.
  • Smartleaf Asset Management left its Eaton Vance Total Return Bond ETF share count unchanged in Q1 2026.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2363 holding.
  • Smartleaf Asset Management first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Smartleaf Asset Management's Eaton Vance Total Return Bond ETF position peaked at $9.49K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

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