Horizon Wealth Management LLC Takes Position in Eaton Vance Total Return Bond ETF $EVTR

Horizon Wealth Management LLC purchased a new stake in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 570,722 shares of the company’s stock, valued at approximately $29,364,000. Eaton Vance Total Return Bond ETF makes up 4.3% of Horizon Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding. Horizon Wealth Management LLC owned 0.81% of Eaton Vance Total Return Bond ETF at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of EVTR. TruNorth Capital Management LLC acquired a new stake in shares of Eaton Vance Total Return Bond ETF in the 3rd quarter valued at $36,000. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Eaton Vance Total Return Bond ETF during the second quarter valued at $47,000. Montag A & Associates Inc. bought a new position in Eaton Vance Total Return Bond ETF in the second quarter valued at about $58,000. Cullen Frost Bankers Inc. bought a new position in Eaton Vance Total Return Bond ETF in the second quarter valued at about $95,000. Finally, JPMorgan Chase & Co. increased its position in Eaton Vance Total Return Bond ETF by 96.5% in the second quarter. JPMorgan Chase & Co. now owns 2,287 shares of the company’s stock worth $116,000 after purchasing an additional 1,123 shares during the period.

Eaton Vance Total Return Bond ETF Price Performance

Shares of NYSEARCA:EVTR opened at $52.05 on Friday. Eaton Vance Total Return Bond ETF has a 1-year low of $49.32 and a 1-year high of $52.14. The business has a 50-day moving average price of $51.60 and a two-hundred day moving average price of $51.55.

Eaton Vance Total Return Bond ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Thursday, February 5th. Investors of record on Friday, January 30th were paid a dividend of $0.2071 per share. This represents a c) dividend on an annualized basis and a dividend yield of 4.8%. This is a positive change from Eaton Vance Total Return Bond ETF’s previous monthly dividend of $0.21. The ex-dividend date of this dividend was Friday, January 30th.

About Eaton Vance Total Return Bond ETF

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.