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

Soundwatch Capital’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
2025
Q3 		– Sell
-3,536
Closed -$634K – 152
2025
Q2 		$634K Buy
+3,536
New +$178K 0.11% 97

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Soundwatch Capital's EVTR Position: Q3 2025 in Review

Soundwatch Capital sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q3 2025, closing a stake of 3,536 shares — an estimated $634K sold.

Soundwatch Capital first reported a position in EVTR in Q2 2025 and held it in 1 quarter. The position peaked at $634K in Q2 2025. 128 funds tracked by Wall St. Rank hold EVTR as of Q3 2025.

  • Soundwatch Capital reported no remaining Eaton Vance Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Soundwatch Capital sold 3,536 Eaton Vance Total Return Bond ETF shares in Q3 2025, an estimated $634K.
  • Soundwatch Capital first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and held it in 1 quarter.
  • Soundwatch Capital's Eaton Vance Total Return Bond ETF position peaked at $634K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2025.

Based on Soundwatch Capital's 13F filing for Q3 2025, filed 5 Nov 2025.