Oak Family Advisors LLC Has $6.63 Million Position in Eaton Vance Total Return Bond ETF $EVTR

Oak Family Advisors LLC increased its stake in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) by 85.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 130,677 shares of the company’s stock after purchasing an additional 60,067 shares during the period. Eaton Vance Total Return Bond ETF accounts for 1.9% of Oak Family Advisors LLC’s portfolio, making the stock its 19th largest holding. Oak Family Advisors LLC’s holdings in Eaton Vance Total Return Bond ETF were worth $6,632,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Centerpoint Advisory Group boosted its position in Eaton Vance Total Return Bond ETF by 3.6% in the 4th quarter. Centerpoint Advisory Group now owns 5,810 shares of the company’s stock valued at $299,000 after buying an additional 200 shares during the last quarter. Breakwater Capital Group lifted its stake in shares of 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 acquiring an additional 276 shares during the period. RHL Group LLC bought a new position in Eaton Vance Total Return Bond ETF in the fourth quarter valued at about $29,000. Harbour Investments Inc. boosted its holdings in Eaton Vance Total Return Bond ETF by 28.1% in the fourth 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 last quarter. Finally, Studio Investment Management LLC increased its position in Eaton Vance Total Return Bond ETF by 17.2% in the fourth quarter. Studio Investment Management LLC now owns 6,309 shares of the company’s stock worth $325,000 after purchasing an additional 927 shares during the period.

Eaton Vance Total Return Bond ETF Price Performance

Shares of NYSEARCA:EVTR opened at $51.01 on Thursday. Eaton Vance Total Return Bond ETF has a 1-year low of $50.08 and a 1-year high of $52.15. The business has a 50-day moving average price of $50.83 and a two-hundred day moving average price of $51.25.

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.