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Eaton Vance Total Return Bond Etf shares owned by Strategic Planning Group

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 401k 51.45
2025-06-30 $19M 364k 50.87
2025-03-31 $17M 338k 50.63

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Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Ishares Tr High Yld Systm B (HYDB)
Wal-Mart Stores (WMT)
Costco Wholesale Corporation (COST)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Meta Platforms Cl A (META)
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Comfort Systems USA (FIX)
First Tr Exchange-traded Structured Cr In (SCIO)
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View all positions for Strategic Planning Group

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