Valley Financial Group Builds EVTR Position as Investors Navigate Interest-Rate Uncertainty
Source: Motley Fool
2026-03-10 15:51:50 ET
According to a filing with the Securities and Exchange Commission dated February 17, 2026, Valley Financial Group, Inc. acquired 358,260 additional shares of Eaton Vance Total Return Bond ETF . The quarter-end position value rose by $18.46 million, reflecting both the share increase and market price movement.
Valley Financial Group, Inc. increased its stake in EVTR to 14.37% of reportable 13F assets.
Top five holdings after the filing:
iShares Core S&P 500
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Valley Financial Group Builds EVTR Position as Investors Navigate Interest-Rate Uncertainty
