Tompkins Financial’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Tompkins Financial’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 Q3	$24.6K	Hold	510	–	–	﹤0.01%	398
2026 Q2	$25.9K	Hold	510	–	–	﹤0.01%	385
2026 Q1	$25.9K	Hold	510	–	–	﹤0.01%	371
2025 Q4	$26.3K	Hold	510	–	–	﹤0.01%	354
2025 Q3	$26.2K	Hold	510	–	–	﹤0.01%	367
2025 Q2	$25.9K	Hold	510	–	–	﹤0.01%	367
2025 Q1	$25.8K	Buy	+510	New	+$25.7K	﹤0.01%	381

Other funds holding EVTR

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tompkins Financial's EVTR Position: Q3 2026 in Review

Tompkins Financial held its Eaton Vance Total Return Bond ETF (EVTR) position steady in Q3 2026 at 510 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Tompkins Financial first reported a position in EVTR in Q1 2025 and has held it in 7 quarters since. The position peaked at $26.3K in Q4 2025. 5 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

Tompkins Financial held 510 shares of Eaton Vance Total Return Bond ETF worth $24.6K as of Q3 2026.
Tompkins Financial left its Eaton Vance Total Return Bond ETF share count unchanged in Q3 2026.
Eaton Vance Total Return Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #398 holding.
Tompkins Financial first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 7 quarters since.
Tompkins Financial's Eaton Vance Total Return Bond ETF position peaked at $26.3K in Q4 2025.
5 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.