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Eaton Vance Total Return Bond Etf shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.3M 47k 48.19

More positions owned by Summit Financial Strategies

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds MRNGSTR SM CP GR (VBK)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Summit Financial Strategies

Top funds holding Eaton Vance Total Return Bond Etf

Ameriprise Financial
Wells Fargo & Company
Bank of America Corporation
LPL Financial
FMR
Raymond James Financial
Prodigy Asset Management
Advisor Group Holdings
Envestnet Asset Management
Pnc Financial Services
Provenance Wealth Advisors
ALPS Advisors
Janney Montgomery Scott
HighTower Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Eaton Vance Total Return Bond Etf