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Eaton Vance Total Return Bond Etf shares owned by Evergreen Wealth Partners

Quarter-by-quarter ownership of Eaton Vance Total Return Bond Etf (EVTR) shares owned by Evergreen Wealth Partners from 13F filings

Historical chart of Evergreen Wealth Partners 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 Evergreen Wealth Partners 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 Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 27k 51.50

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Ishares Tr U.s. Med Dvc Etf (IHI)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Muni Income Opp (MINO)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Evergreen Wealth Partners

Top funds holding Eaton Vance Total Return Bond Etf

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Janney Montgomery Scott
Envestnet Asset Management
Pnc Financial Services
Horizon Wealth Management
Valley Financial Group
HighTower Advisors
Northwestern Mutual Wealth Management Company
Strategic Planning Group

View all funds holding Eaton Vance Total Return Bond Etf