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Eaton Vance Total Return Bond Etf shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management 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 Trademark Financial Management 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 75k 51.45
2025-06-30 $3.2M 64k 50.87
2025-03-31 $3.0M 60k 50.63
2024-12-31 $475k 9.5k 49.86

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Internatnal Val (DFIV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard World Esg Us Stk Etf (ESGV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Gold Tr Ishares New (IAU)
Advisorshares Tr Advisorshs Etf (CWS)

View all positions for Trademark Financial Management

Top funds holding Eaton Vance Total Return Bond Etf

Morgan Stanley
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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