Penney Financial »

Eaton Vance Total Return Bond Etf shares owned by Penney Financial

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

Historical chart of Penney Financial 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 Penney Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 118k 51.45
2025-06-30 $5.8M 113k 50.87

More positions owned by Penney Financial

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Whitehall Fds High Div Yld (VYM)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Penney Financial

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