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

Towerpoint Wealth’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 		$302K Hold
12,045
– – 0.1% 91
2026
Q1 		$303K Hold
12,045
– – 0.12% 75
2025
Q4 		$306K Buy
12,045
+2,274
+23% +$58.1K 0.12% 73
2025
Q3 		$248K Hold
9,771
– – 0.1% 80
2025
Q2 		$245K Buy
9,771
+961
+11% +$23.9K 0.11% 83
2025
Q1 		$221K Hold
8,810
– – 0.11% 77
2024
Q4 		$217K Hold
8,810
– – 0.11% 78
2024
Q3 		$227K Buy
+8,810
New +$224K 0.11% 78

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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Towerpoint Wealth's FTRB Position: Q2 2026 in Review

Towerpoint Wealth held its Federated Hermes Total Return Bond ETF (FTRB) position steady in Q2 2026 at 12,045 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #91.

Towerpoint Wealth first reported a position in FTRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $306K in Q4 2025. 52 funds tracked by Wall St. Rank hold FTRB as of Q2 2026.

  • Towerpoint Wealth held 12,045 shares of Federated Hermes Total Return Bond ETF worth $302K as of Q2 2026.
  • Towerpoint Wealth left its Federated Hermes Total Return Bond ETF share count unchanged in Q2 2026.
  • Federated Hermes Total Return Bond ETF made up 0.1% of Towerpoint Wealth's portfolio in Q2 2026, its #91 holding.
  • Towerpoint Wealth first reported a position in Federated Hermes Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Towerpoint Wealth's Federated Hermes Total Return Bond ETF position peaked at $306K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.