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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$603K	Sell	23,943 -1,638	-6%	-$41.2K	0.2%	79
2025 Q1	$634K	Sell	25,581 -1,037	-4%	-$25.7K	0.29%	71
2024 Q4	$657K	Buy	26,618 +15,243	+134%	+$376K	0.28%	65
2024 Q3	$293K	Buy	11,375 +609	+6%	+$15.7K	0.14%	103
2024 Q2	$267K	Buy	+10,766	New	+$267K	0.13%	107