Aurora Private Wealth’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Aurora Private Wealth’s Portfolio FTRB Stock Details FTRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$371K	Sell	15,491 -3,685	-19%	-$91.1K	0.23%	105
2026 Q2	$481K	Sell	19,176 -2,968	-13%	-$74.7K	0.31%	78
2026 Q1	$562K	Hold	22,144	–	–	0.4%	63
2025 Q4	$562K	Buy	+22,144	New	+$565K	0.37%	65
2025 Q2	$645K	Sell	25,703 -1,457	-5%	-$36.3K	0.48%	52
2025 Q1	$680K	Sell	27,160 -3,461	-11%	-$86K	0.54%	50
2024 Q4	$756K	Sell	30,621 -3,393	-10%	-$85.3K	0.57%	50
2024 Q3	$878K	Buy	+34,014	New	+$865K	0.69%	40

Other funds holding FTRB

Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return

Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return

Aurora Private Wealth's FTRB Position: Q3 2026 in Review

Aurora Private Wealth reduced its Federated Hermes Total Return Bond ETF (FTRB) stake by 19% in Q3 2026, selling an estimated $91.1K and leaving 15,491 shares worth $371K. The position accounts for 0.23% of the portfolio, ranked #105.

Aurora Private Wealth first reported a position in FTRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $878K in Q3 2024. 9 funds tracked by Wall St. Rank hold FTRB as of Q3 2026.

Aurora Private Wealth held 15,491 shares of Federated Hermes Total Return Bond ETF worth $371K as of Q3 2026.
Aurora Private Wealth sold 3,685 Federated Hermes Total Return Bond ETF shares in Q3 2026, an estimated $91.1K.
Federated Hermes Total Return Bond ETF made up 0.23% of Aurora Private Wealth's portfolio in Q3 2026, its #105 holding.
Aurora Private Wealth first reported a position in Federated Hermes Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
Aurora Private Wealth's Federated Hermes Total Return Bond ETF position peaked at $878K in Q3 2024.
9 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.