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Retirement Planning Group (Kansas)’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Retirement Planning Group (Kansas)’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 		$21.5M Sell
853,548
-136,131
-14% -$3.46M 0.67% 21
2025
Q4 		$25.1M Buy
989,679
+70,999
+8% +$1.81M 0.83% 21
2025
Q3 		$23.3M Buy
+918,680
New +$23.2M 0.81% 24

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
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
PTP
Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FTRB Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Federated Hermes Total Return Bond ETF (FTRB) stake by 14% in Q1 2026, selling an estimated $3.46M and leaving 853,548 shares worth $21.5M. The position accounts for 0.67% of the portfolio, ranked #21.

Retirement Planning Group (Kansas) first reported a position in FTRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $25.1M in Q4 2025. 51 funds tracked by Wall St. Rank hold FTRB as of Q1 2026.

  • Retirement Planning Group (Kansas) held 853,548 shares of Federated Hermes Total Return Bond ETF worth $21.5M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 136,131 Federated Hermes Total Return Bond ETF shares in Q1 2026, an estimated $3.46M.
  • Federated Hermes Total Return Bond ETF made up 0.67% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #21 holding.
  • Retirement Planning Group (Kansas) first reported a position in Federated Hermes Total Return Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (Kansas)'s Federated Hermes Total Return Bond ETF position peaked at $25.1M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.