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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 Shares
Change % 		Capital Flow 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 +$726K 0.03% 200