Axxcess Wealth Management’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Axxcess Wealth Management’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 Q2	$1.09M	Buy	+43,140	New	+$1.09M	0.02%	507

Other funds holding STBF

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Blue Jean Financial Albany, New York $144M AUM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Axxcess Wealth Management's STBF Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q2 2026: 43,140 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #507 among its holdings.

11 funds tracked by Wall St. Rank hold STBF as of Q2 2026.

Axxcess Wealth Management held 43,140 shares of Performance Trust Short Term Bond ETF worth $1.09M as of Q2 2026.
Performance Trust Short Term Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
Performance Trust Short Term Bond ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #507 holding.
11 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.