Sunbelt Securities’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Sunbelt Securities’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	$1.73K	Hold	34	–	–	﹤0.01%	1968
2025 Q4	$1.75K	Hold	34	–	–	﹤0.01%	1922
2025 Q3	$1.75K	Sell	34 -128	-79%	-$6.54K	﹤0.01%	1910
2025 Q2	$8.09K	Buy	162 +128	+376%	+$6.44K	﹤0.01%	1353
2025 Q1	$1.72K	Sell	34 -128	-79%	-$6.44K	﹤0.01%	1590
2024 Q4	$8.1K	Buy	162 +2	+1%	+$101	﹤0.01%	1354
2024 Q3	$8.3K	Buy	160 +1	+0.6%	+$51	﹤0.01%	1332
2024 Q2	$7.88K	Buy	159 +2	+1%	+$99	﹤0.01%	1309
2024 Q1	$7.81K	Buy	+157	New	+$7.84K	﹤0.01%	1282

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

PAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Sunbelt Securities's EVTR Position: Q1 2026 in Review

Sunbelt Securities held its Eaton Vance Total Return Bond ETF (EVTR) position steady in Q1 2026 at 34 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Sunbelt Securities first reported a position in EVTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.3K in Q3 2024. 178 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Sunbelt Securities held 34 shares of Eaton Vance Total Return Bond ETF worth $1.73K as of Q1 2026.
Sunbelt Securities left its Eaton Vance Total Return Bond ETF share count unchanged in Q1 2026.
Eaton Vance Total Return Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1968 holding.
Sunbelt Securities first reported a position in Eaton Vance Total Return Bond ETF in Q1 2024 and has held it in 9 quarters since.
Sunbelt Securities's Eaton Vance Total Return Bond ETF position peaked at $8.3K in Q3 2024.
178 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.