Evergreen Wealth Partners LLC purchased a new position in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 26,478 shares of the company’s stock, valued at approximately $1,364,000. Eaton Vance Total Return Bond ETF makes up 1.1% of Evergreen Wealth Partners LLC’s investment portfolio, making the stock its 18th biggest holding.
Several other large investors have also bought and sold shares of the company. Centerpoint Advisory Group boosted its stake in Eaton Vance Total Return Bond ETF by 3.6% during the fourth quarter. Centerpoint Advisory Group now owns 5,810 shares of the company’s stock valued at $299,000 after buying an additional 200 shares in the last quarter. Breakwater Capital Group boosted its stake in Eaton Vance Total Return Bond ETF by 3.7% during the fourth quarter. Breakwater Capital Group now owns 7,745 shares of the company’s stock valued at $399,000 after buying an additional 276 shares in the last quarter. Envestnet Portfolio Solutions Inc. boosted its stake in Eaton Vance Total Return Bond ETF by 3.2% during the third quarter. Envestnet Portfolio Solutions Inc. now owns 19,915 shares of the company’s stock valued at $1,025,000 after buying an additional 624 shares in the last quarter. Fifth Third Securities Inc. boosted its stake in Eaton Vance Total Return Bond ETF by 1.6% during the fourth quarter. Fifth Third Securities Inc. now owns 61,220 shares of the company’s stock valued at $3,153,000 after buying an additional 948 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its stake in Eaton Vance Total Return Bond ETF by 2.6% during the third quarter. NewEdge Advisors LLC now owns 38,912 shares of the company’s stock valued at $2,002,000 after buying an additional 987 shares in the last quarter.
Eaton Vance Total Return Bond ETF Stock Down 0.6%
Shares of EVTR stock opened at $50.38 on Friday. The stock has a 50-day simple moving average of $51.02 and a 200 day simple moving average of $51.45. Eaton Vance Total Return Bond ETF has a fifty-two week low of $49.76 and a fifty-two week high of $52.15.
Eaton Vance Total Return Bond ETF Company Profile
The Eaton Vance Total Return Bond ETF (EVTR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that aims to invest in USD-denominated, investment grade securities from government and corporate issuers. The fund aims to maintain an average weighted maturity between five and ten years. EVTR was launched on Nov 14, 1984 and is issued by Eaton Vance.
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