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Steward Partners Investment Advisory’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Steward Partners Investment Advisory’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 		$90.7K Hold
3,608
– – ﹤0.01% 2431
2025
Q4 		$91.6K Hold
3,608
– – ﹤0.01% 2349
2025
Q3 		$91.6K Hold
3,608
– – ﹤0.01% 2280
2025
Q2 		$90.6K Buy
3,608
+1,007
+39% +$25.1K ﹤0.01% 2178
2025
Q1 		$65.2K Buy
2,601
+19
+0.7% +$472 ﹤0.01% 2244
2024
Q4 		$63.7K Buy
+2,582
New +$64.9K ﹤0.01% 2210

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GF
GTS Financial Bloomington, Minnesota $126M AUM

Steward Partners Investment Advisory's FTRB Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Federated Hermes Total Return Bond ETF (FTRB) position steady in Q1 2026 at 3,608 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Steward Partners Investment Advisory first reported a position in FTRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $91.6K in Q3 2025. 51 funds tracked by Wall St. Rank hold FTRB as of Q1 2026.

  • Steward Partners Investment Advisory held 3,608 shares of Federated Hermes Total Return Bond ETF worth $90.7K as of Q1 2026.
  • Steward Partners Investment Advisory left its Federated Hermes Total Return Bond ETF share count unchanged in Q1 2026.
  • Federated Hermes Total Return Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2431 holding.
  • Steward Partners Investment Advisory first reported a position in Federated Hermes Total Return Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Federated Hermes Total Return Bond ETF position peaked at $91.6K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.