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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Buy
3,235
+1,072
+50% +$54.5K ﹤0.01% 1851
2025
Q1
$110K Sell
2,163
-39,444
-95% -$2M ﹤0.01% 1966
2024
Q4
$2.07M Buy
+41,607
New +$2.07M 0.02% 623