Claro Advisors’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Claro Advisors’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 Q1	$440K	Sell	17,500 -500	-3%	-$12.7K	0.05%	270
2025 Q4	$457K	Hold	18,000	–	–	0.06%	240
2025 Q3	$457K	Hold	18,000	–	–	0.07%	242
2025 Q2	$452K	Hold	18,000	–	–	0.07%	218
2025 Q1	$451K	Hold	18,000	–	–	0.06%	289
2024 Q4	$444K	Hold	18,000	–	–	0.06%	267
2024 Q3	$464K	Buy	18,000 +1,000	+6%	+$25.4K	0.06%	275
2024 Q2	$421K	Buy	+17,000	New	+$419K	0.07%	256

Other funds holding FTRB

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAG

Wilkerson Advisory Group Columbia, Missouri $326M AUM

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $126M AUM

Claro Advisors's FTRB Position: Q1 2026 in Review

Claro Advisors reduced its Federated Hermes Total Return Bond ETF (FTRB) stake by 2.8% in Q1 2026, selling an estimated $12.7K and leaving 17,500 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #270.

Claro Advisors first reported a position in FTRB in Q2 2024 and has held it in 8 quarters since. The position peaked at $464K in Q3 2024. 51 funds tracked by Wall St. Rank hold FTRB as of Q1 2026.

Claro Advisors held 17,500 shares of Federated Hermes Total Return Bond ETF worth $440K as of Q1 2026.
Claro Advisors sold 500 Federated Hermes Total Return Bond ETF shares in Q1 2026, an estimated $12.7K.
Federated Hermes Total Return Bond ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #270 holding.
Claro Advisors first reported a position in Federated Hermes Total Return Bond ETF in Q2 2024 and has held it in 8 quarters since.
Claro Advisors's Federated Hermes Total Return Bond ETF position peaked at $464K in Q3 2024.
51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.