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Golden State Wealth Management’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Golden State Wealth Management’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
Q2 		– Sell
-1,374
Closed -$34.4K – 1607
2025
Q1 		$34.4K Buy
+1,374
New +$34.2K 0.01% 674

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MML Investors Services
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SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
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PTP
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Golden State Wealth Management's FTRB Position: Q2 2025 in Review

Golden State Wealth Management sold out of Federated Hermes Total Return Bond ETF (FTRB) in Q2 2025, closing a stake of 1,374 shares — an estimated $34.4K sold.

Golden State Wealth Management first reported a position in FTRB in Q1 2025 and held it in 1 quarter. The position peaked at $34.4K in Q1 2025. 42 funds tracked by Wall St. Rank hold FTRB as of Q2 2025.

  • Golden State Wealth Management reported no remaining Federated Hermes Total Return Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 1,374 Federated Hermes Total Return Bond ETF shares in Q2 2025, an estimated $34.4K.
  • Golden State Wealth Management first reported a position in Federated Hermes Total Return Bond ETF in Q1 2025 and held it in 1 quarter.
  • Golden State Wealth Management's Federated Hermes Total Return Bond ETF position peaked at $34.4K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.