Stifel Financial
FTRB icon

Stifel Financial’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Stifel Financial’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 		$2.36M Buy
93,796
+8,748
+10% +$222K ﹤0.01% 1845
2025
Q4 		$2.16M Buy
85,048
+17,857
+27% +$456K ﹤0.01% 1872
2025
Q3 		$1.71M Sell
67,191
-277,862
-81% -$7.01M ﹤0.01% 2021
2025
Q2 		$8.66M Buy
345,053
+11,982
+4% +$298K 0.01% 964
2025
Q1 		$8.34M Buy
333,071
+311,267
+1,428% +$7.74M 0.01% 927
2024
Q4 		$538K Sell
21,804
-51,150
-70% -$1.29M ﹤0.01% 2629
2024
Q3 		$1.88M Buy
72,954
+387
+0.5% +$9.85K ﹤0.01% 1815
2024
Q2 		$1.8M Buy
+72,567
New +$1.79M ﹤0.01% 1791

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 $74.1B 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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 $291M AUM
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM