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RAFFA WEALTH MANAGEMENT, LLC’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$20.4K Sell
402
-9
-2% -$458 ﹤0.01% 285
2026
Q1 		$20.9K Buy
+411
New +$21.2K ﹤0.01% 264

Other funds holding EVTR

PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EVTR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 2.2% in Q2 2026, selling an estimated $458 and leaving 402 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EVTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.9K in Q1 2026. 62 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 402 shares of Eaton Vance Total Return Bond ETF worth $20.4K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 9 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $458.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #285 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Eaton Vance Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Eaton Vance Total Return Bond ETF position peaked at $20.9K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.