RMR Wealth Builders’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

RMR Wealth Builders’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	$5.94M	Buy	235,346 +27,558	+13%	+$700K	0.47%	32
2025 Q4	$5.28M	Buy	207,788 +29,900	+17%	+$763K	0.42%	37
2025 Q3	$4.53M	Buy	177,888 +34,654	+24%	+$874K	0.38%	35
2025 Q2	$3.61M	Buy	143,234 +22,126	+18%	+$551K	0.33%	40
2025 Q1	$3.04M	Buy	121,108 +9,144	+8%	+$227K	0.32%	41
2024 Q4	$2.76M	Buy	111,964 +49,422	+79%	+$1.24M	0.29%	44
2024 Q3	$1.62M	Buy	+62,542	New	+$1.59M	0.17%	75

Other funds holding FTRB

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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 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 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

GTS Financial Bloomington, Minnesota $126M AUM

RMR Wealth Builders's FTRB Position: Q1 2026 in Review

RMR Wealth Builders increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 13% in Q1 2026, buying an estimated $700K and bringing the position to 235,346 shares worth $5.94M. The position accounts for 0.47% of the portfolio, ranked #32.

RMR Wealth Builders first reported a position in FTRB in Q3 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold FTRB as of Q1 2026.

RMR Wealth Builders held 235,346 shares of Federated Hermes Total Return Bond ETF worth $5.94M as of Q1 2026.
RMR Wealth Builders bought 27,558 Federated Hermes Total Return Bond ETF shares in Q1 2026, an estimated $700K.
Federated Hermes Total Return Bond ETF made up 0.47% of RMR Wealth Builders's portfolio in Q1 2026, its #32 holding.
RMR Wealth Builders first reported a position in Federated Hermes Total Return Bond ETF in Q3 2024 and has held it in 7 quarters since.
51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.