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

Snowden Capital 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 Q1	$11.5M	Buy	225,020 +227	+0.1%	+$11.7K	0.3%	58
2025 Q4	$11.6M	Buy	224,793 +56,953	+34%	+$2.94M	0.3%	61
2025 Q3	$8.67M	Buy	167,840 +150,140	+848%	+$7.68M	0.24%	78
2025 Q2	$904K	Buy	17,700 +4,850	+38%	+$244K	0.03%	560
2025 Q1	$653K	Sell	12,850 -3,850	-23%	-$194K	0.02%	636
2024 Q4	$833K	Buy	16,700 +2,075	+14%	+$105K	0.03%	571
2024 Q3	$760K	Buy	+14,625	New	+$748K	0.02%	610

Other funds holding EVTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Snowden Capital Advisors's EVTR Position: Q1 2026 in Review

Snowden Capital Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 0.1% in Q1 2026, buying an estimated $11.7K and bringing the position to 225,020 shares worth $11.5M. The position accounts for 0.3% of the portfolio, ranked #58.

Snowden Capital Advisors first reported a position in EVTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.6M in Q4 2025. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Snowden Capital Advisors held 225,020 shares of Eaton Vance Total Return Bond ETF worth $11.5M as of Q1 2026.
Snowden Capital Advisors bought 227 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $11.7K.
Eaton Vance Total Return Bond ETF made up 0.3% of Snowden Capital Advisors's portfolio in Q1 2026, its #58 holding.
Snowden Capital Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and has held it in 7 quarters since.
Snowden Capital Advisors's Eaton Vance Total Return Bond ETF position peaked at $11.6M in Q4 2025.
176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.