Strategic Financial Concepts’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
$549K Sell
10,791
-24
-0.2% -$1.22K 0.08% 136
2025
Q1
$548K Buy
10,815
+950
+10% +$48.1K 0.1% 183
2024
Q4
$492K Buy
9,865
+1,336
+16% +$66.6K 0.09% 180
2024
Q3
$442K Sell
8,529
-399,849
-98% -$20.7M 0.14% 136
2024
Q2
$8.07K Buy
408,378
+401,510
+5,846% +$7.94K ﹤0.01% 432
2024
Q1
$342K Buy
+6,868
New +$342K 0.08% 210