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Eaton Vance Total Return Bond Etf shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Eaton Vance Total Return Bond Etf

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All positions including Eaton Vance Total Return Bond Etf held by Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 20k 51.50

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
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Microsoft Corporation (MSFT)
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View all positions for Holistic Planning

Top funds holding Eaton Vance Total Return Bond Etf

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

View all funds holding Eaton Vance Total Return Bond Etf