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Wealthcare Advisory Partners’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Wealthcare Advisory Partners’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 		$2.72M Buy
53,615
+3,660
+7% +$186K 0.05% 291
2026
Q1 		$2.54M Buy
49,955
+13,827
+38% +$712K 0.05% 316
2025
Q4 		$1.86M Buy
36,128
+2,052
+6% +$106K 0.04% 380
2025
Q3 		$1.75M Buy
+34,076
New +$1.74M 0.04% 375

Other funds holding EVTR

PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Wealthcare Advisory Partners's EVTR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 7.3% in Q2 2026, buying an estimated $186K and bringing the position to 53,615 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #291.

Wealthcare Advisory Partners first reported a position in EVTR in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Wealthcare Advisory Partners held 53,615 shares of Eaton Vance Total Return Bond ETF worth $2.72M as of Q2 2026.
  • Wealthcare Advisory Partners bought 3,660 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $186K.
  • Eaton Vance Total Return Bond ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #291 holding.
  • Wealthcare Advisory Partners first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.