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Synergy Asset Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-3,549
Closed -$184K – 896
2024
Q4 		$184K Buy
+3,549
New +$180K 0.01% 198

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Synergy Asset Management's EVTR Position: Q1 2025 in Review

Synergy Asset Management sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q1 2025, closing a stake of 3,549 shares — an estimated $184K sold.

Synergy Asset Management first reported a position in EVTR in Q4 2024 and held it in 1 quarter. The position peaked at $184K in Q4 2024. 94 funds tracked by Wall St. Rank hold EVTR as of Q1 2025.

  • Synergy Asset Management reported no remaining Eaton Vance Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 3,549 Eaton Vance Total Return Bond ETF shares in Q1 2025, an estimated $184K.
  • Synergy Asset Management first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Eaton Vance Total Return Bond ETF position peaked at $184K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.