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Eaton Vance Total Return Bond Etf shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.8M 115k 50.73
2025-12-31 $5.9M 114k 51.49

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Vanguard Bd Index Fds Intermed Term (BIV)
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Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Eaton Vance Total Return Bond Etf

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

View all funds holding Eaton Vance Total Return Bond Etf