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Eaton Vance Total Return Bond Etf shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Eaton Vance Total Return Bond Etf (EVTR) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors 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 Mount Yale Investment Advisors 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 297k 51.64
2025-06-30 $13M 258k 50.87
2025-03-31 $13M 265k 50.63
2024-12-31 $8.6M 172k 49.86

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Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

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