Asset Allocation Strategies LLC Increases Stock Position in Eaton Vance Total Return Bond ETF $EVTR

Asset Allocation Strategies LLC grew its holdings in shares of Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) by 41.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 107,842 shares of the company’s stock after purchasing an additional 31,455 shares during the quarter. Eaton Vance Total Return Bond ETF comprises approximately 1.1% of Asset Allocation Strategies LLC’s portfolio, making the stock its 25th biggest holding. Asset Allocation Strategies LLC’s holdings in Eaton Vance Total Return Bond ETF were worth $5,554,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. RHL Group LLC purchased a new stake in Eaton Vance Total Return Bond ETF in the fourth quarter valued at approximately $29,000. International Assets Investment Management LLC purchased a new position in shares of Eaton Vance Total Return Bond ETF in the 4th quarter worth about $78,000. IFP Advisors Inc raised its position in Eaton Vance Total Return Bond ETF by 9,700.0% in the 4th quarter. IFP Advisors Inc now owns 1,960 shares of the company’s stock worth $101,000 after buying an additional 1,940 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of Eaton Vance Total Return Bond ETF by 96.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 2,287 shares of the company’s stock valued at $116,000 after purchasing an additional 1,123 shares during the period. Finally, Harbour Investments Inc. grew its stake in shares of Eaton Vance Total Return Bond ETF by 28.1% during the 4th quarter. Harbour Investments Inc. now owns 3,243 shares of the company’s stock valued at $167,000 after acquiring an additional 711 shares during the period.

Eaton Vance Total Return Bond ETF Stock Down 0.2%

Shares of EVTR opened at $50.76 on Friday. Eaton Vance Total Return Bond ETF has a 1 year low of $50.08 and a 1 year high of $52.15. The business’s 50 day simple moving average is $50.86 and its 200-day simple moving average is $51.30.

Eaton Vance Total Return Bond ETF 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.