BFA
FTRB icon

Beaumont Financial Advisors’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Beaumont Financial Advisors’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
Q1 		$6.9M Buy
274,316
+180,035
+191% +$4.57M 0.47% 52
2025
Q4 		$2.39M Sell
94,281
-577
-0.6% -$14.7K 0.16% 83
2025
Q3 		$2.41M Sell
94,858
-389
-0.4% -$9.81K 0.16% 84
2025
Q2 		$2.39M Buy
95,247
+18,323
+24% +$456K 0.17% 81
2025
Q1 		$1.93M Sell
76,924
-1,826
-2% -$45.4K 0.15% 92
2024
Q4 		$1.94M Buy
78,750
+16,227
+26% +$408K 0.15% 94
2024
Q3 		$1.61M Sell
62,523
-2,944
-4% -$74.9K 0.13% 104
2024
Q2 		$1.62M Buy
+65,467
New +$1.61M 0.13% 102

Other funds holding FTRB

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM

Beaumont Financial Advisors's FTRB Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 191% in Q1 2026, buying an estimated $4.57M and bringing the position to 274,316 shares worth $6.9M. The position accounts for 0.47% of the portfolio, ranked #52.

Beaumont Financial Advisors first reported a position in FTRB in Q2 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold FTRB as of Q1 2026.

  • Beaumont Financial Advisors held 274,316 shares of Federated Hermes Total Return Bond ETF worth $6.9M as of Q1 2026.
  • Beaumont Financial Advisors bought 180,035 Federated Hermes Total Return Bond ETF shares in Q1 2026, an estimated $4.57M.
  • Federated Hermes Total Return Bond ETF made up 0.47% of Beaumont Financial Advisors's portfolio in Q1 2026, its #52 holding.
  • Beaumont Financial Advisors first reported a position in Federated Hermes Total Return Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.