Waldron Private Wealth’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Waldron Private 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
2025 Q2	–	Sell	-28,085	Closed	-$706K	–	301
2025 Q1	$706K	Hold	28,085	–	–	0.03%	157
2024 Q4	$698K	Hold	28,085	–	–	0.03%	207
2024 Q3	$726K	Buy	+28,085	New	+$715K	0.03%	200

Other funds holding FTRB

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PTP

Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

Waldron Private Wealth's FTRB Position: Q2 2025 in Review

Waldron Private Wealth sold out of Federated Hermes Total Return Bond ETF (FTRB) in Q2 2025, closing a stake of 28,085 shares — an estimated $706K sold.

Waldron Private Wealth first reported a position in FTRB in Q3 2024 and held it in 3 quarters. The position peaked at $726K in Q3 2024. 42 funds tracked by Wall St. Rank hold FTRB as of Q2 2025.

Waldron Private Wealth reported no remaining Federated Hermes Total Return Bond ETF position as of Q2 2025 after selling out during the quarter.
Waldron Private Wealth sold 28,085 Federated Hermes Total Return Bond ETF shares in Q2 2025, an estimated $706K.
Waldron Private Wealth first reported a position in Federated Hermes Total Return Bond ETF in Q3 2024 and held it in 3 quarters.
Waldron Private Wealth's Federated Hermes Total Return Bond ETF position peaked at $726K in Q3 2024.
42 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2025.

Based on Waldron Private Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.