&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 Q2	$2.99M	Buy	119,071 +18,374	+18%	+$462K	0.01%	806
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 $2.35B AUM 17.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BEI

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

BWS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WAG

Wilkerson Advisory Group Columbia, Missouri $326M AUM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

&Partners's FTRB Position: Q2 2026 in Review

&Partners increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 18% in Q2 2026, buying an estimated $462K and bringing the position to 119,071 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #806.

&Partners first reported a position in FTRB in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold FTRB as of Q2 2026.

&Partners held 119,071 shares of Federated Hermes Total Return Bond ETF worth $2.99M as of Q2 2026.
&Partners bought 18,374 Federated Hermes Total Return Bond ETF shares in Q2 2026, an estimated $462K.
Federated Hermes Total Return Bond ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #806 holding.
&Partners first reported a position in Federated Hermes Total Return Bond ETF in Q3 2025 and has held it in 4 quarters since.
52 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.