Betterment LLC
FTRB icon

Betterment LLC’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Betterment LLC’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 		$827K Buy
32,957
+8,359
+34% +$210K ﹤0.01% 389
2026
Q1 		$619K Buy
+24,598
New +$625K ﹤0.01% 395

Other funds holding FTRB

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Betterment LLC's FTRB Position: Q2 2026 in Review

Betterment LLC increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 34% in Q2 2026, buying an estimated $210K and bringing the position to 32,957 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Betterment LLC first reported a position in FTRB in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold FTRB as of Q2 2026.

  • Betterment LLC held 32,957 shares of Federated Hermes Total Return Bond ETF worth $827K as of Q2 2026.
  • Betterment LLC bought 8,359 Federated Hermes Total Return Bond ETF shares in Q2 2026, an estimated $210K.
  • Federated Hermes Total Return Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #389 holding.
  • Betterment LLC first reported a position in Federated Hermes Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.