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Split Rock Private Trading & Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Split Rock Private Trading & Wealth 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
Q2 		$385K Sell
7,590
-7,681
-50% -$391K 0.26% 34
2026
Q1 		$775K Buy
+15,271
New +$787K 0.6% 22

Other funds holding EVTR

PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's EVTR Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 50% in Q2 2026, selling an estimated $391K and leaving 7,590 shares worth $385K. The position accounts for 0.26% of the portfolio, ranked #34.

Split Rock Private Trading & Wealth Management first reported a position in EVTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $775K in Q1 2026. 104 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 7,590 shares of Eaton Vance Total Return Bond ETF worth $385K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management sold 7,681 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $391K.
  • Eaton Vance Total Return Bond ETF made up 0.26% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Eaton Vance Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Split Rock Private Trading & Wealth Management's Eaton Vance Total Return Bond ETF position peaked at $775K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.