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Zimmermann Investment Management & Planning’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Zimmermann Investment Management & Planning’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
-28,474
Closed -$1.47M – 145
2024
Q3 		$1.47M Buy
+28,474
New +$1.46M 0.45% 53

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

Zimmermann Investment Management & Planning's EVTR Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q4 2024, closing a stake of 28,474 shares — an estimated $1.47M sold.

Zimmermann Investment Management & Planning first reported a position in EVTR in Q3 2024 and held it in 1 quarter. The position peaked at $1.47M in Q3 2024. 81 funds tracked by Wall St. Rank hold EVTR as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Eaton Vance Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 28,474 Eaton Vance Total Return Bond ETF shares in Q4 2024, an estimated $1.47M.
  • Zimmermann Investment Management & Planning first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Eaton Vance Total Return Bond ETF position peaked at $1.47M in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.