Wilkerson Advisory Group’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History
Bought
Maintained
Sold
Other funds holding FTRB
HBT
BEI
BWS
RPGK
SDWMA
PTP
Wilkerson Advisory Group's FTRB Position: Q2 2026 in Review
Wilkerson Advisory Group increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 5.3% in Q2 2026, buying an estimated $791K and bringing the position to 625,688 shares worth $15.7M. The position accounts for 4.82% of the portfolio, ranked #4.
Wilkerson Advisory Group first reported a position in FTRB in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold FTRB as of Q2 2026.
- Wilkerson Advisory Group held 625,688 shares of Federated Hermes Total Return Bond ETF worth $15.7M as of Q2 2026.
- Wilkerson Advisory Group bought 31,431 Federated Hermes Total Return Bond ETF shares in Q2 2026, an estimated $791K.
- Federated Hermes Total Return Bond ETF made up 4.82% of Wilkerson Advisory Group's portfolio in Q2 2026, its #4 holding.
- Wilkerson Advisory Group first reported a position in Federated Hermes Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
- 52 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2026.
Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.