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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
Q2 		$15.6M Sell
623,408
-230,140
-27% -$5.79M 0.4% 32
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 $2.35B AUM 17.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FTRB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Federated Hermes Total Return Bond ETF (FTRB) stake by 27% in Q2 2026, selling an estimated $5.79M and leaving 623,408 shares worth $15.6M. The position accounts for 0.4% of the portfolio, ranked #32.

Retirement Planning Group (Kansas) first reported a position in FTRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.1M in Q4 2025. 52 funds tracked by Wall St. Rank hold FTRB as of Q2 2026.

  • Retirement Planning Group (Kansas) held 623,408 shares of Federated Hermes Total Return Bond ETF worth $15.6M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 230,140 Federated Hermes Total Return Bond ETF shares in Q2 2026, an estimated $5.79M.
  • Federated Hermes Total Return Bond ETF made up 0.4% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #32 holding.
  • Retirement Planning Group (Kansas) first reported a position in Federated Hermes Total Return Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (Kansas)'s Federated Hermes Total Return Bond ETF position peaked at $25.1M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.