Steward Partners Investment Advisory’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Steward Partners Investment Advisory’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	$1.04M	Buy	20,462 +14,643	+252%	+$754K	0.01%	1150
2025 Q4	$300K	Buy	5,819 +2,547	+78%	+$132K	﹤0.01%	1713
2025 Q3	$168K	Buy	3,272 +37	+1%	+$1.89K	﹤0.01%	1953
2025 Q2	$165K	Buy	3,235 +1,072	+50%	+$54K	﹤0.01%	1851
2025 Q1	$110K	Sell	2,163 -39,444	-95%	-$1.98M	﹤0.01%	1966
2024 Q4	$2.07M	Buy	+41,607	New	+$2.11M	0.02%	623

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

Steward Partners Investment Advisory's EVTR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 252% in Q1 2026, buying an estimated $754K and bringing the position to 20,462 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1150.

Steward Partners Investment Advisory first reported a position in EVTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.07M in Q4 2024. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Steward Partners Investment Advisory held 20,462 shares of Eaton Vance Total Return Bond ETF worth $1.04M as of Q1 2026.
Steward Partners Investment Advisory bought 14,643 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $754K.
Eaton Vance Total Return Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1150 holding.
Steward Partners Investment Advisory first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 6 quarters since.
Steward Partners Investment Advisory's Eaton Vance Total Return Bond ETF position peaked at $2.07M in Q4 2024.
176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.