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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$525K Sell
20,889
-391
-2% -$9.93K 0.13% 108
2025
Q4
$541K Sell
21,280
-2,663
-11% -$68K 0.16% 97
2025
Q3
$608K Hold
23,943
0.21% 85
2025
Q2
$603K Sell
23,943
-1,638
-6% -$40.8K 0.2% 79
2025
Q1
$634K Sell
25,581
-1,037
-4% -$25.8K 0.29% 71
2024
Q4
$657K Buy
26,618
+15,243
+134% +$383K 0.28% 66
2024
Q3
$293K Buy
11,375
+609
+6% +$15.5K 0.14% 103
2024
Q2
$267K Buy
+10,766
New +$265K 0.13% 107

Other funds holding FTRB

Twin Peaks Wealth Advisors's FTRB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Federated Hermes Total Return Bond ETF (FTRB) stake by 1.8% in Q1 2026, selling an estimated $9.93K and leaving 20,889 shares worth $525K. The position accounts for 0.13% of the portfolio, ranked #108.

Twin Peaks Wealth Advisors first reported a position in FTRB in Q2 2024 and has held it in 8 quarters since. The position peaked at $657K in Q4 2024. 51 funds tracked by Wall St. Rank hold FTRB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 20,889 shares of Federated Hermes Total Return Bond ETF worth $525K as of Q1 2026.
  • Twin Peaks Wealth Advisors sold 391 Federated Hermes Total Return Bond ETF shares in Q1 2026, an estimated $9.93K.
  • Federated Hermes Total Return Bond ETF made up 0.13% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #108 holding.
  • Twin Peaks Wealth Advisors first reported a position in Federated Hermes Total Return Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Twin Peaks Wealth Advisors's Federated Hermes Total Return Bond ETF position peaked at $657K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.