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 Q3	$307K	Buy	12,814 +769	+6%	+$19K	0.11%	88
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 $84.4B AUM 20.16% 1-Year Est. Return

Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return

Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Towerpoint Wealth's FTRB Position: Q3 2026 in Review

Towerpoint Wealth increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 6.4% in Q3 2026, buying an estimated $19K and bringing the position to 12,814 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #88.

Towerpoint Wealth first reported a position in FTRB in Q3 2024 and has held it in 9 quarters since. 23 funds tracked by Wall St. Rank hold FTRB as of Q3 2026.

Towerpoint Wealth held 12,814 shares of Federated Hermes Total Return Bond ETF worth $307K as of Q3 2026.
Towerpoint Wealth bought 769 Federated Hermes Total Return Bond ETF shares in Q3 2026, an estimated $19K.
Federated Hermes Total Return Bond ETF made up 0.11% of Towerpoint Wealth's portfolio in Q3 2026, its #88 holding.
Towerpoint Wealth first reported a position in Federated Hermes Total Return Bond ETF in Q3 2024 and has held it in 9 quarters since.
23 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.