UBS Group
FTRB icon

UBS Group’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

UBS Group’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
2025
Q3 		– Sell
-9
Closed -$226 – 10514
2025
Q2 		$226 Sell
9
-62
-87% -$1.54K ﹤0.01% 9913
2025
Q1 		$1.78K Buy
+71
New +$1.76K ﹤0.01% 9446
2024
Q4 		– Sell
-81
Closed -$2.09K – 10090
2024
Q3 		$2.09K Sell
81
-474
-85% -$12.1K ﹤0.01% 8498
2024
Q2 		$13.8K Buy
+555
New +$13.7K ﹤0.01% 7539

Other funds holding FTRB

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
PTP
Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

UBS Group's FTRB Position: Q3 2025 in Review

UBS Group sold out of Federated Hermes Total Return Bond ETF (FTRB) in Q3 2025, closing a stake of 9 shares — an estimated $226 sold.

UBS Group first reported a position in FTRB in Q2 2024 and held it in 4 quarters. The position peaked at $13.8K in Q2 2024. 38 funds tracked by Wall St. Rank hold FTRB as of Q3 2025.

  • UBS Group reported no remaining Federated Hermes Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 9 Federated Hermes Total Return Bond ETF shares in Q3 2025, an estimated $226.
  • UBS Group first reported a position in Federated Hermes Total Return Bond ETF in Q2 2024 and held it in 4 quarters.
  • UBS Group's Federated Hermes Total Return Bond ETF position peaked at $13.8K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.