4Wealth Advisors’s Performance Trust Short Term Bond ETF STBF Stock Holding History

4Wealth Advisors’s Portfolio STBF Stock Details STBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$280K	Buy	+11,274	New	+$284K	0.19%	103

Other funds holding STBF

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

4Wealth Advisors's STBF Position: Q3 2026 in Review

4Wealth Advisors opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q3 2026: 11,274 shares worth $280K. The stake represents 0.19% of the portfolio and ranks #103 among its holdings.

9 funds tracked by Wall St. Rank hold STBF as of Q3 2026.

4Wealth Advisors held 11,274 shares of Performance Trust Short Term Bond ETF worth $280K as of Q3 2026.
Performance Trust Short Term Bond ETF was a new 4Wealth Advisors position in Q3 2026.
Performance Trust Short Term Bond ETF made up 0.19% of 4Wealth Advisors's portfolio in Q3 2026, its #103 holding.
9 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.