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TCI Wealth Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

TCI Wealth Advisors’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 		– Sell
-7,484
Closed -$385K – 269
2025
Q4 		$385K Buy
+7,484
New +$387K 0.02% 169

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCI Wealth Advisors's EVTR Position: Q1 2026 in Review

TCI Wealth Advisors sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q1 2026, closing a stake of 7,484 shares — an estimated $385K sold.

TCI Wealth Advisors first reported a position in EVTR in Q4 2025 and held it in 1 quarter. The position peaked at $385K in Q4 2025. 178 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • TCI Wealth Advisors reported no remaining Eaton Vance Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
  • TCI Wealth Advisors sold 7,484 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $385K.
  • TCI Wealth Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and held it in 1 quarter.
  • TCI Wealth Advisors's Eaton Vance Total Return Bond ETF position peaked at $385K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.