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Cedrus Wealth Group LLC’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Cedrus Wealth Group 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 		– Sell
-74,014
Closed -$1.86M – 54
2026
Q1 		$1.86M Buy
74,014
+3,873
+6% +$98.4K 2.07% 10
2025
Q4 		$1.78M Buy
+70,141
New +$1.79M 1.64% 14

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HBT
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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

Cedrus Wealth Group LLC's FTRB Position: Q2 2026 in Review

Cedrus Wealth Group LLC sold out of Federated Hermes Total Return Bond ETF (FTRB) in Q2 2026, closing a stake of 74,014 shares — an estimated $1.86M sold.

Cedrus Wealth Group LLC first reported a position in FTRB in Q4 2025 and held it in 2 quarters. The position peaked at $1.86M in Q1 2026. 51 funds tracked by Wall St. Rank hold FTRB as of Q2 2026.

  • Cedrus Wealth Group LLC reported no remaining Federated Hermes Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cedrus Wealth Group LLC sold 74,014 Federated Hermes Total Return Bond ETF shares in Q2 2026, an estimated $1.86M.
  • Cedrus Wealth Group LLC first reported a position in Federated Hermes Total Return Bond ETF in Q4 2025 and held it in 2 quarters.
  • Cedrus Wealth Group LLC's Federated Hermes Total Return Bond ETF position peaked at $1.86M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.