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Widmann Financial Services’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Widmann Financial Services’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 		– Sell
-4,750
Closed -$241K – 128
2026
Q1 		$241K Buy
+4,750
New +$245K 0.14% 107

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LPL Financial
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Fidelity Investments
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Raymond James Financial
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PAM
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Osaic Holdings
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Widmann Financial Services's EVTR Position: Q2 2026 in Review

Widmann Financial Services sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026, closing a stake of 4,750 shares — an estimated $241K sold.

Widmann Financial Services first reported a position in EVTR in Q1 2026 and held it in 1 quarter. The position peaked at $241K in Q1 2026. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Widmann Financial Services reported no remaining Eaton Vance Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Widmann Financial Services sold 4,750 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $241K.
  • Widmann Financial Services first reported a position in Eaton Vance Total Return Bond ETF in Q1 2026 and held it in 1 quarter.
  • Widmann Financial Services's Eaton Vance Total Return Bond ETF position peaked at $241K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.