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 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

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

WAG

Wilkerson Advisory Group Columbia, Missouri $326M AUM

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Aurora Private Wealth's FTRB Position: Q2 2026 in Review

Aurora Private Wealth reduced its Federated Hermes Total Return Bond ETF (FTRB) stake by 13% in Q2 2026, selling an estimated $74.7K and leaving 19,176 shares worth $481K. The position accounts for 0.31% of the portfolio, ranked #78.

Aurora Private Wealth first reported a position in FTRB in Q3 2024 and has held it in 7 quarters since. The position peaked at $878K in Q3 2024. 11 funds tracked by Wall St. Rank hold FTRB as of Q2 2026.

Aurora Private Wealth held 19,176 shares of Federated Hermes Total Return Bond ETF worth $481K as of Q2 2026.
Aurora Private Wealth sold 2,968 Federated Hermes Total Return Bond ETF shares in Q2 2026, an estimated $74.7K.
Federated Hermes Total Return Bond ETF made up 0.31% of Aurora Private Wealth's portfolio in Q2 2026, its #78 holding.
Aurora Private Wealth first reported a position in Federated Hermes Total Return Bond ETF in Q3 2024 and has held it in 7 quarters since.
Aurora Private Wealth's Federated Hermes Total Return Bond ETF position peaked at $878K in Q3 2024.
11 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.