KWB Wealth Invests $995,000 in Eaton Vance Total Return Bond ETF $EVTR

KWB Wealth purchased a new position in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 19,616 shares of the company’s stock, valued at approximately $995,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Centerpoint Advisory Group increased its position in shares of 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 worth $299,000 after purchasing an additional 200 shares during the last quarter. KPP Advisory Services LLC lifted its position in shares of Eaton Vance Total Return Bond ETF by 1.4% during the first quarter. KPP Advisory Services LLC now owns 17,262 shares of the company’s stock worth $876,000 after purchasing an additional 232 shares during the last quarter. Breakwater Capital Group lifted its position in shares of Eaton Vance Total Return Bond ETF by 3.6% during the second quarter. Breakwater Capital Group now owns 8,855 shares of the company’s stock worth $449,000 after purchasing an additional 304 shares during the last quarter. RHL Group LLC acquired a new position in Eaton Vance Total Return Bond ETF in the fourth quarter worth about $29,000. Finally, Marino Stram & Associates LLC grew its stake in Eaton Vance Total Return Bond ETF by 9.6% in the first quarter. Marino Stram & Associates LLC now owns 6,649 shares of the company’s stock worth $337,000 after purchasing an additional 585 shares in the last quarter.

Eaton Vance Total Return Bond ETF Price Performance

Shares of Eaton Vance Total Return Bond ETF stock opened at $50.05 on Tuesday. The business has a 50-day moving average price of $50.52 and a 200 day moving average price of $50.98. Eaton Vance Total Return Bond ETF has a fifty-two week low of $49.45 and a fifty-two week high of $52.15.

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.