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 Q1	$241K	Buy	+4,750	New	+$245K	0.14%	107

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

Widmann Financial Services's EVTR Position: Q1 2026 in Review

Widmann Financial Services opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q1 2026: 4,750 shares worth $241K. The stake represents 0.14% of the portfolio and ranks #107 among its holdings.

177 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Widmann Financial Services held 4,750 shares of Eaton Vance Total Return Bond ETF worth $241K as of Q1 2026.
Eaton Vance Total Return Bond ETF was a new Widmann Financial Services position in Q1 2026.
Eaton Vance Total Return Bond ETF made up 0.14% of Widmann Financial Services's portfolio in Q1 2026, its #107 holding.
177 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.