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

Platform Technology 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 Q3	$14.2M	Buy	593,682 +39,637	+7%	+$979K	2.25%	6
2026 Q2	$13.9M	Buy	554,045 +73,184	+15%	+$1.84M	2.27%	6
2026 Q1	$12.1M	Buy	480,861 +24,524	+5%	+$623K	2.33%	6
2025 Q4	$11.6M	Buy	456,337 +136,487	+43%	+$3.48M	2.47%	6
2025 Q3	$8.12M	Buy	319,850 +42,758	+15%	+$1.08M	1.95%	10
2025 Q2	$6.96M	Buy	277,092 +35,202	+15%	+$876K	1.82%	12
2025 Q1	$6.06M	Buy	241,890 +46,203	+24%	+$1.15M	1.76%	11
2024 Q4	$4.83M	Buy	195,687 +49,343	+34%	+$1.24M	1.46%	12
2024 Q3	$3.78M	Buy	146,344 +50,641	+53%	+$1.29M	1.19%	16
2024 Q2	$2.37M	Buy	+95,703	New	+$2.36M	0.82%	28

Other funds holding FTRB

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return

Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Platform Technology Partners's FTRB Position: Q3 2026 in Review

Platform Technology Partners increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 7.2% in Q3 2026, buying an estimated $979K and bringing the position to 593,682 shares worth $14.2M. The position accounts for 2.25% of the portfolio, ranked #6.

Platform Technology Partners first reported a position in FTRB in Q2 2024 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold FTRB as of Q3 2026.

Platform Technology Partners held 593,682 shares of Federated Hermes Total Return Bond ETF worth $14.2M as of Q3 2026.
Platform Technology Partners bought 39,637 Federated Hermes Total Return Bond ETF shares in Q3 2026, an estimated $979K.
Federated Hermes Total Return Bond ETF made up 2.25% of Platform Technology Partners's portfolio in Q3 2026, its #6 holding.
Platform Technology Partners first reported a position in Federated Hermes Total Return Bond ETF in Q2 2024 and has held it in 10 quarters since.
32 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.