WI
FTRB icon

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

Wealth Intelligence’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
2026
Q1 		– Sell
-661,005
Closed -$16.8M – 62
2025
Q4 		$16.8M Buy
+661,005
New +$16.9M 8.33% 2

Other funds holding FTRB

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $3.94B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM

Wealth Intelligence's FTRB Position: Q1 2026 in Review

Wealth Intelligence sold out of Federated Hermes Total Return Bond ETF (FTRB) in Q1 2026, closing a stake of 661,005 shares — an estimated $16.8M sold.

Wealth Intelligence first reported a position in FTRB in Q4 2025 and held it in 1 quarter. The position peaked at $16.8M in Q4 2025. 51 funds tracked by Wall St. Rank hold FTRB as of Q1 2026.

  • Wealth Intelligence reported no remaining Federated Hermes Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Intelligence sold 661,005 Federated Hermes Total Return Bond ETF shares in Q1 2026, an estimated $16.8M.
  • Wealth Intelligence first reported a position in Federated Hermes Total Return Bond ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Intelligence's Federated Hermes Total Return Bond ETF position peaked at $16.8M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q1 2026.

Based on Wealth Intelligence's 13F filing for Q1 2026, filed 15 Apr 2026.