Avantax Advisory Services’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History
Bought
Maintained
Sold
Other funds holding FTRB
HBT
BWS
SDWMA
PTP
Avantax Advisory Services's FTRB Position: Q2 2025 in Review
Avantax Advisory Services reduced its Federated Hermes Total Return Bond ETF (FTRB) stake by 3.3% in Q2 2025, selling an estimated $33.4K and leaving 39,659 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #1178.
Avantax Advisory Services first reported a position in FTRB in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2025. 42 funds tracked by Wall St. Rank hold FTRB as of Q2 2025.
- Avantax Advisory Services held 39,659 shares of Federated Hermes Total Return Bond ETF worth $995K as of Q2 2025.
- Avantax Advisory Services sold 1,342 Federated Hermes Total Return Bond ETF shares in Q2 2025, an estimated $33.4K.
- Federated Hermes Total Return Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1178 holding.
- Avantax Advisory Services first reported a position in Federated Hermes Total Return Bond ETF in Q3 2024 and has held it in 4 quarters since.
- Avantax Advisory Services's Federated Hermes Total Return Bond ETF position peaked at $1.03M in Q1 2025.
- 42 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.