Heritage Wealth Management Inc. Increases Stock Position in Eaton Vance Total Return Bond ETF $EVTR

by · The Cerbat Gem

Heritage Wealth Management Inc. raised its stake in shares of Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR – Free Report) by 911.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 62,677 shares of the company’s stock after purchasing an additional 56,481 shares during the period. Eaton Vance Total Return Bond ETF accounts for approximately 0.9% of Heritage Wealth Management Inc.’s holdings, making the stock its 20th biggest position. Heritage Wealth Management Inc.’s holdings in Eaton Vance Total Return Bond ETF were worth $3,228,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in EVTR. Breakwater Capital Group increased its holdings in shares of Eaton Vance Total Return Bond ETF by 3.7% in the fourth quarter. Breakwater Capital Group now owns 7,745 shares of the company’s stock worth $399,000 after purchasing an additional 276 shares during 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 during the last quarter. TruNorth Capital Management LLC purchased a new position in Eaton Vance Total Return Bond ETF during the 3rd quarter valued at approximately $36,000. Fifth Third Securities Inc. grew its holdings in Eaton Vance Total Return Bond ETF by 1.6% during the 4th 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 increased its stake in Eaton Vance Total Return Bond ETF by 2.6% in the 3rd quarter. NewEdge Advisors LLC now owns 38,912 shares of the company’s stock worth $2,002,000 after acquiring an additional 987 shares during the last quarter.

Eaton Vance Total Return Bond ETF Stock Down 0.1%

NYSEARCA:EVTR opened at $51.18 on Friday. Eaton Vance Total Return Bond ETF has a 1 year low of $49.76 and a 1 year high of $52.15. The stock’s 50 day simple moving average is $51.37 and its two-hundred day simple moving average is $51.55.

Eaton Vance Total Return Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Thursday, March 5th. Investors of record on Friday, February 27th were given a $0.1846 dividend. This represents a c) annualized dividend and a yield of 4.3%. The ex-dividend date was Friday, February 27th.

Eaton Vance Total Return Bond ETF Profile

(Free Report)

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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