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Eaton Vance Total Return Bond Etf shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Eaton Vance Total Return Bond Etf (EVTR) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Eaton Vance Total Return Bond Etf

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Total Return Bond Etf held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Total Return Bond Etf by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $486k 9.4k 51.45
2025-06-30 $407k 8.0k 50.87
2025-03-31 $249k 4.9k 50.63

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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Eaton Vance Total Return Bond Etf

Morgan Stanley
FMR
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Advisor Group Holdings
Prodigy Asset Management
Raymond James Financial
Janney Montgomery Scott
Envestnet Asset Management
Horizon Wealth Management
Pnc Financial Services
HighTower Advisors
Northwestern Mutual Wealth Management Company
Strategic Planning Group

View all funds holding Eaton Vance Total Return Bond Etf