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FTRB icon

&Partners’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

&Partners’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 		$2.53M Buy
100,697
+11,386
+13% +$289K 0.01% 801
2025
Q4 		$2.27M Buy
89,311
+11,109
+14% +$284K 0.01% 808
2025
Q3 		$1.99M Buy
+78,202
New +$1.97M 0.01% 758

Other funds holding FTRB

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Truist Financial
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
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
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
GF
GTS Financial Bloomington, Minnesota $126M AUM

&Partners's FTRB Position: Q1 2026 in Review

&Partners increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 13% in Q1 2026, buying an estimated $289K and bringing the position to 100,697 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #801.

&Partners first reported a position in FTRB in Q3 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold FTRB as of Q1 2026.

  • &Partners held 100,697 shares of Federated Hermes Total Return Bond ETF worth $2.53M as of Q1 2026.
  • &Partners bought 11,386 Federated Hermes Total Return Bond ETF shares in Q1 2026, an estimated $289K.
  • Federated Hermes Total Return Bond ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #801 holding.
  • &Partners first reported a position in Federated Hermes Total Return Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.