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Strategic Planning Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Strategic Planning Group’s Portfolio EVTR Stock Details EVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.5M Buy
363,782
+26,170
+8% +$1.33M 3.01% 8
2025
Q1 		$17.1M Buy
+337,612
New +$17.1M 3.35% 7