Studio Investment Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Studio Investment Management’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 Q2	$582K	Buy	11,429 +3,270	+40%	+$166K	0.1%	119
2026 Q1	$416K	Buy	8,159 +1,850	+29%	+$95.3K	0.08%	134
2025 Q4	$325K	Buy	6,309 +927	+17%	+$47.9K	0.06%	148
2025 Q3	$278K	Buy	5,382 +1,104	+26%	+$56.4K	0.05%	153
2025 Q2	$218K	Buy	+4,278	New	+$215K	0.04%	168

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Studio Investment Management's EVTR Position: Q2 2026 in Review

Studio Investment Management increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 40% in Q2 2026, buying an estimated $166K and bringing the position to 11,429 shares worth $582K. The position accounts for 0.1% of the portfolio, ranked #119.

Studio Investment Management first reported a position in EVTR in Q2 2025 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Studio Investment Management held 11,429 shares of Eaton Vance Total Return Bond ETF worth $582K as of Q2 2026.
Studio Investment Management bought 3,270 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $166K.
Eaton Vance Total Return Bond ETF made up 0.1% of Studio Investment Management's portfolio in Q2 2026, its #119 holding.
Studio Investment Management first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and has held it in 5 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.