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

Tulsa Wealth Advisors’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	$31.6M	Buy	+1,317,568	New	+$32.6M	4.12%	7

Other funds holding FTRB

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 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

Platform Technology Partners New York $632M AUM 18.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tulsa Wealth Advisors's FTRB Position: Q3 2026 in Review

Tulsa Wealth Advisors opened a new position in Federated Hermes Total Return Bond ETF (FTRB) in Q3 2026: 1,317,568 shares worth $31.6M. The stake represents 4.12% of the portfolio and ranks #7 among its holdings.

41 funds tracked by Wall St. Rank hold FTRB as of Q3 2026.

Tulsa Wealth Advisors held 1,317,568 shares of Federated Hermes Total Return Bond ETF worth $31.6M as of Q3 2026.
Federated Hermes Total Return Bond ETF was a new Tulsa Wealth Advisors position in Q3 2026.
Federated Hermes Total Return Bond ETF made up 4.12% of Tulsa Wealth Advisors's portfolio in Q3 2026, its #7 holding.
41 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q3 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.