Stage Harbor Financial’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Stage Harbor Financial’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	$6.31M	Buy	124,474 +24,067	+24%	+$1.22M	3.65%	8
2026 Q1	$5.1M	Buy	100,407 +30,091	+43%	+$1.55M	3.38%	10
2025 Q4	$3.62M	Buy	70,316 +21,151	+43%	+$1.09M	2.44%	15
2025 Q3	$2.53M	Buy	49,165 +10,012	+26%	+$512K	1.85%	15
2025 Q2	$1.99M	Buy	39,153 +8,042	+26%	+$405K	1.62%	16
2025 Q1	$1.58M	Buy	31,111 +15,030	+93%	+$756K	1.33%	15
2024 Q4	$802K	Buy	16,081 +8,468	+111%	+$429K	0.7%	19
2024 Q3	$389K	Buy	+7,613	New	+$389K	0.35%	33

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stage Harbor Financial's EVTR Position: Q2 2026 in Review

Stage Harbor Financial increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 24% in Q2 2026, buying an estimated $1.22M and bringing the position to 124,474 shares worth $6.31M. The position accounts for 3.65% of the portfolio, ranked #8.

Stage Harbor Financial first reported a position in EVTR in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Stage Harbor Financial held 124,474 shares of Eaton Vance Total Return Bond ETF worth $6.31M as of Q2 2026.
Stage Harbor Financial bought 24,067 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $1.22M.
Eaton Vance Total Return Bond ETF made up 3.65% of Stage Harbor Financial's portfolio in Q2 2026, its #8 holding.
Stage Harbor Financial first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.