— Know what they know.
Not Investment Advice

EVTR

Eaton Vance Total Return Bond ETF
1W: -0.3% 1M: -1.2% 3M: -1.6% YTD: -1.6% 1Y: +1.1%
$50.36
+0.16 (+0.32%)
 
Weekly Expected Move ±0.5%
$50 $50 $50 $50 $51
ETF NYSE · AUM $3.1B
Key Statistics
AUM$3.1B
Holdings13
Top 10 Wt1.0%
Volume405,306
Avg Volume494,358
Beta0.96
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2024-03-25
Sector Allocation
Other 114.6%
Financial Services 0.9%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 TBA UMBS SINGLE FAMILY 5% 10.89% $616.0M 636,594,000
2 UNITED 1.375% 11/31 5.89% $333.1M 389,439,000
3 UNITED 1.875% 02/32 4.45% $251.7M 288,338,000
4 UNITED STATES OF 4% 11/52 3.58% $202.6M 245,436,000
5 UNITED 4.625% 05/44 3.40% $192.3M 205,180,000
6 UNITED 3.875% 05/43 3.26% $184.4M 215,000,000
7 TBA UMBS SINGLE 4.5% 3.14% $177.7M 188,715,175
8 TBA UMBS SINGLE 5.5% 2.83% $160.3M 161,654,908
9 UNITED 3.875% 04/30 2.63% $148.8M 151,523,000
10 UNITED STATES 4.25% 05/35 2.36% $133.2M 137,087,000

Recent Holding Changes

Date Holding Change Details
2026-07-27 USU6 Changed -548 → -547
2026-07-27 FVU6 Changed -2715 → -2712
2026-07-24 FVU6 Changed -2717 → -2715
2026-07-24 USU6 Changed -549 → -548
2026-07-22 WNU6 Changed -3 → -156

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms