Carson Wealth (CWM LLC)
FTRB icon

Carson Wealth (CWM LLC)’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Carson Wealth (CWM 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
2025
Q3 		– Sell
-1,324
Closed -$33K – 5367
2025
Q2 		$33K Buy
+1,324
New +$33K ﹤0.01% 3582

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BWS
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RPGK
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Osaic Holdings
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Envestnet Asset Management
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FTRB Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Federated Hermes Total Return Bond ETF (FTRB) in Q3 2025, closing a stake of 1,324 shares — an estimated $33K sold.

Carson Wealth (CWM LLC) first reported a position in FTRB in Q2 2025 and held it in 1 quarter. The position peaked at $33K in Q2 2025. 38 funds tracked by Wall St. Rank hold FTRB as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Federated Hermes Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,324 Federated Hermes Total Return Bond ETF shares in Q3 2025, an estimated $33K.
  • Carson Wealth (CWM LLC) first reported a position in Federated Hermes Total Return Bond ETF in Q2 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Federated Hermes Total Return Bond ETF position peaked at $33K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.