Western Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Western Wealth Management’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 Q1	$12.4M	Buy	244,193 +21,161	+9%	+$1.09M	0.47%	36
2025 Q4	$11.5M	Buy	223,032 +4,212	+2%	+$218K	0.53%	33
2025 Q3	$11.3M	Buy	218,820 +20,030	+10%	+$1.02M	0.59%	29
2025 Q2	$10.1M	Buy	198,790 +2,755	+1%	+$139K	0.6%	31
2025 Q1	$9.93M	Buy	196,035 +17,447	+10%	+$878K	0.66%	29
2024 Q4	$8.9M	Buy	178,588 +148,865	+501%	+$7.54M	0.58%	36
2024 Q3	$1.54M	Buy	29,723 +18,847	+173%	+$964K	0.09%	234
2024 Q2	$540K	Hold	10,876	–	–	0.04%	351
2024 Q1	$541K	Buy	+10,876	New	+$543K	0.04%	352

Other funds holding EVTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Western Wealth Management's EVTR Position: Q1 2026 in Review

Western Wealth Management increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 9.5% in Q1 2026, buying an estimated $1.09M and bringing the position to 244,193 shares worth $12.4M. The position accounts for 0.47% of the portfolio, ranked #36.

Western Wealth Management first reported a position in EVTR in Q1 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Western Wealth Management held 244,193 shares of Eaton Vance Total Return Bond ETF worth $12.4M as of Q1 2026.
Western Wealth Management bought 21,161 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $1.09M.
Eaton Vance Total Return Bond ETF made up 0.47% of Western Wealth Management's portfolio in Q1 2026, its #36 holding.
Western Wealth Management first reported a position in Eaton Vance Total Return Bond ETF in Q1 2024 and has held it in 9 quarters since.
176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.