AWA
STBF

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

Acorn Wealth 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
Q1 		$527K Buy
20,811
+6,898
+50% +$175K 0.15% 134
2025
Q4 		$353K Buy
+13,913
New +$354K 0.11% 179

Other funds holding STBF

RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BJF
Blue Jean Financial Albany, New York $121M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Chicago Wealth Management Chicago, Illinois $251M AUM 45.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Acorn Wealth Advisors's STBF Position: Q1 2026 in Review

Acorn Wealth Advisors increased its Performance Trust Short Term Bond ETF (STBF) stake by 50% in Q1 2026, buying an estimated $175K and bringing the position to 20,811 shares worth $527K. The position accounts for 0.15% of the portfolio, ranked #134.

Acorn Wealth Advisors first reported a position in STBF in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold STBF as of Q1 2026.

  • Acorn Wealth Advisors held 20,811 shares of Performance Trust Short Term Bond ETF worth $527K as of Q1 2026.
  • Acorn Wealth Advisors bought 6,898 Performance Trust Short Term Bond ETF shares in Q1 2026, an estimated $175K.
  • Performance Trust Short Term Bond ETF made up 0.15% of Acorn Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • Acorn Wealth Advisors first reported a position in Performance Trust Short Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.