BWS
FTRB icon

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
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

WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Broadway Wealth Solutions's FTRB Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 4.3% in Q2 2026, buying an estimated $1.22M and bringing the position to 1,163,826 shares worth $29.2M. The position accounts for 13.64% of the portfolio, ranked #3.

Broadway Wealth Solutions first reported a position in FTRB in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold FTRB as of Q2 2026.

  • Broadway Wealth Solutions held 1,163,826 shares of Federated Hermes Total Return Bond ETF worth $29.2M as of Q2 2026.
  • Broadway Wealth Solutions bought 48,350 Federated Hermes Total Return Bond ETF shares in Q2 2026, an estimated $1.22M.
  • Federated Hermes Total Return Bond ETF made up 13.64% of Broadway Wealth Solutions's portfolio in Q2 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 7 quarters since.
  • 10 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.