Stage Harbor Financial
EVTR icon

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
Q3 		$7.29M Buy
151,353
+26,879
+22% +$1.34M 4.15% 4
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Prodigy Asset Management
Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Stage Harbor Financial's EVTR Position: Q3 2026 in Review

Stage Harbor Financial increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 22% in Q3 2026, buying an estimated $1.34M and bringing the position to 151,353 shares worth $7.29M. The position accounts for 4.15% of the portfolio, ranked #4.

Stage Harbor Financial first reported a position in EVTR in Q3 2024 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

  • Stage Harbor Financial held 151,353 shares of Eaton Vance Total Return Bond ETF worth $7.29M as of Q3 2026.
  • Stage Harbor Financial bought 26,879 Eaton Vance Total Return Bond ETF shares in Q3 2026, an estimated $1.34M.
  • Eaton Vance Total Return Bond ETF made up 4.15% of Stage Harbor Financial's portfolio in Q3 2026, its #4 holding.
  • Stage Harbor Financial first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • 119 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.