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

WCG 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 Q2	$700K	Buy	13,803 +2,172	+19%	+$110K	0.02%	459
2026 Q1	$590K	Buy	11,631 +168	+1%	+$8.65K	0.02%	441
2025 Q4	$590K	Buy	11,463 +1,201	+12%	+$62K	0.02%	426
2025 Q3	$528K	Buy	+10,262	New	+$525K	0.03%	289

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WCG Wealth Advisors's EVTR Position: Q2 2026 in Review

WCG Wealth Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 19% in Q2 2026, buying an estimated $110K and bringing the position to 13,803 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #459.

WCG Wealth Advisors first reported a position in EVTR in Q3 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

WCG Wealth Advisors held 13,803 shares of Eaton Vance Total Return Bond ETF worth $700K as of Q2 2026.
WCG Wealth Advisors bought 2,172 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $110K.
Eaton Vance Total Return Bond ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #459 holding.
WCG Wealth Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 4 quarters since.
187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.