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

Concurrent Investment 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 Q2	$1.63M	Buy	+64,932	New	+$1.63M	0.01%	787

Other funds holding FTRB

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Wilkerson Advisory Group Columbia, Missouri $326M AUM

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

Petros Family Wealth Bloomington, Minnesota $164M AUM 36.78% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Concurrent Investment Advisors's FTRB Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Federated Hermes Total Return Bond ETF (FTRB) in Q2 2026: 64,932 shares worth $1.63M. The stake represents 0.01% of the portfolio and ranks #787 among its holdings.

17 funds tracked by Wall St. Rank hold FTRB as of Q2 2026.

Concurrent Investment Advisors held 64,932 shares of Federated Hermes Total Return Bond ETF worth $1.63M as of Q2 2026.
Federated Hermes Total Return Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
Federated Hermes Total Return Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #787 holding.
17 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.