Kestra Private Wealth Services’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.99M Buy
79,254
+5,237
+7% +$133K 0.02% 556
2025
Q4
$1.88M Buy
74,017
+17,849
+32% +$456K 0.02% 560
2025
Q3
$1.43M Buy
56,168
+3,324
+6% +$83.8K 0.02% 637
2025
Q2
$1.33M Sell
52,844
-935
-2% -$23.3K 0.02% 621
2025
Q1
$1.35M Buy
53,779
+9,611
+22% +$239K 0.02% 575
2024
Q4
$1.09M Buy
+44,168
New +$1.11M 0.02% 617

Other funds holding FTRB

Kestra Private Wealth Services's FTRB Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 7.1% in Q1 2026, buying an estimated $133K and bringing the position to 79,254 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #556.

Kestra Private Wealth Services first reported a position in FTRB in Q4 2024 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold FTRB as of Q1 2026.

  • Kestra Private Wealth Services held 79,254 shares of Federated Hermes Total Return Bond ETF worth $1.99M as of Q1 2026.
  • Kestra Private Wealth Services bought 5,237 Federated Hermes Total Return Bond ETF shares in Q1 2026, an estimated $133K.
  • Federated Hermes Total Return Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #556 holding.
  • Kestra Private Wealth Services first reported a position in Federated Hermes Total Return Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.