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 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 $1.66T 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

Stage Harbor Financial's EVTR Position: Q1 2026 in Review

Stage Harbor Financial increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 43% in Q1 2026, buying an estimated $1.55M and bringing the position to 100,407 shares worth $5.1M. The position accounts for 3.38% of the portfolio, ranked #10.

Stage Harbor Financial first reported a position in EVTR in Q3 2024 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Stage Harbor Financial held 100,407 shares of Eaton Vance Total Return Bond ETF worth $5.1M as of Q1 2026.
Stage Harbor Financial bought 30,091 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $1.55M.
Eaton Vance Total Return Bond ETF made up 3.38% of Stage Harbor Financial's portfolio in Q1 2026, its #10 holding.
Stage Harbor Financial first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and has held it in 7 quarters since.
176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.