BFA
Beaumont Financial Advisors’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
95,247
+18,323
| +24% | +$460K | 0.17% | 81 |
|
|
2025
Q1 | $1.93M | Sell |
76,924
-1,826
| -2% | -$45.7K | 0.15% | 92 |
|
|
2024
Q4 | $1.94M | Buy |
78,750
+16,227
| +26% | +$400K | 0.15% | 94 |
|
|
2024
Q3 | $1.61M | Sell |
62,523
-2,944
| -4% | -$76K | 0.13% | 104 |
|
|
2024
Q2 | $1.62M | Buy |
+65,467
| New | +$1.62M | 0.13% | 102 |
|