Western Wealth 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 | $10.1M | Buy |
198,790
+2,755
| +1% | +$140K | 0.6% | 31 |
|
|
2025
Q1 | $9.93M | Buy |
196,035
+17,447
| +10% | +$883K | 0.66% | 29 |
|
|
2024
Q4 | $8.9M | Buy |
178,588
+148,865
| +501% | +$7.42M | 0.58% | 36 |
|
|
2024
Q3 | $1.54M | Buy |
29,723
+18,847
| +173% | +$976K | 0.09% | 234 |
|
|
2024
Q2 | $540K | Hold |
10,876
| – | – | 0.04% | 350 |
|
|
2024
Q1 | $541K | Buy |
+10,876
| New | +$541K | 0.04% | 352 |
|