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Csenge Advisory Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Csenge Advisory Group’s Portfolio EVTR Stock Details EVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,600
Closed -$745K – 771
2024
Q3 		$745K Buy
+14,600
New +$747K 0.04% 334

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Csenge Advisory Group's EVTR Position: Q4 2024 in Review

Csenge Advisory Group sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q4 2024, closing a stake of 14,600 shares — an estimated $745K sold.

Csenge Advisory Group first reported a position in EVTR in Q3 2024 and held it in 1 quarter. The position peaked at $745K in Q3 2024. 81 funds tracked by Wall St. Rank hold EVTR as of Q4 2024.

  • Csenge Advisory Group reported no remaining Eaton Vance Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 14,600 Eaton Vance Total Return Bond ETF shares in Q4 2024, an estimated $745K.
  • Csenge Advisory Group first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and held it in 1 quarter.
  • Csenge Advisory Group's Eaton Vance Total Return Bond ETF position peaked at $745K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.