Broadway Wealth Solutions’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Broadway Wealth Solutions’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 Q3	$29.5M	Buy	1,229,917 +66,091	+6%	+$1.63M	13.21%	3
2026 Q2	$29.2M	Buy	1,163,826 +48,350	+4%	+$1.22M	13.64%	3
2026 Q1	$28M	Buy	1,115,476 +78,944	+8%	+$2.01M	14.5%	3
2025 Q4	$26.3M	Buy	1,036,532 +59,699	+6%	+$1.52M	14.06%	3
2025 Q3	$24.8M	Buy	976,833 +80,516	+9%	+$2.03M	13.91%	2
2025 Q2	$22.5M	Buy	896,317 +60,787	+7%	+$1.51M	14.01%	3
2025 Q1	$20.9M	Buy	835,530 +81,187	+11%	+$2.02M	15.27%	3
2024 Q4	$18.6M	Buy	+754,343	New	+$19M	14.12%	3

Other funds holding FTRB

Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

First United Bank & Trust Oakland, Maryland $347M AUM 18.04% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Broadway Wealth Solutions's FTRB Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 5.7% in Q3 2026, buying an estimated $1.63M and bringing the position to 1,229,917 shares worth $29.5M. The position accounts for 13.21% of the portfolio, ranked #3.

Broadway Wealth Solutions first reported a position in FTRB in Q4 2024 and has held it in 8 quarters since. 13 funds tracked by Wall St. Rank hold FTRB as of Q3 2026.

Broadway Wealth Solutions held 1,229,917 shares of Federated Hermes Total Return Bond ETF worth $29.5M as of Q3 2026.
Broadway Wealth Solutions bought 66,091 Federated Hermes Total Return Bond ETF shares in Q3 2026, an estimated $1.63M.
Federated Hermes Total Return Bond ETF made up 13.21% of Broadway Wealth Solutions's portfolio in Q3 2026, its #3 holding.
Broadway Wealth Solutions first reported a position in Federated Hermes Total Return Bond ETF in Q4 2024 and has held it in 8 quarters since.
13 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.