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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.24M Buy
63,709
+3,922
+7% +$199K 1.98% 16
2025
Q1
$3.03M Buy
59,787
+50,257
+527% +$2.54M 2.31% 12
2024
Q4
$475K Buy
+9,530
New +$475K 0.38% 56