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

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

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

WAG

Wilkerson Advisory Group Columbia, Missouri $326M AUM

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 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. 21 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.
21 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.