Axxcess Wealth Management
STBF icon

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
Q3 		– Sell
-43,140
Closed -$1.09M – 1250
2026
Q2 		$1.09M Buy
+43,140
New +$1.09M 0.02% 507

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Axxcess Wealth Management's STBF Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Performance Trust Short Term Bond ETF (STBF) in Q3 2026, closing a stake of 43,140 shares — an estimated $1.09M sold.

Axxcess Wealth Management first reported a position in STBF in Q2 2026 and held it in 1 quarter. The position peaked at $1.09M in Q2 2026. 15 funds tracked by Wall St. Rank hold STBF as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Performance Trust Short Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 43,140 Performance Trust Short Term Bond ETF shares in Q3 2026, an estimated $1.09M.
  • Axxcess Wealth Management first reported a position in Performance Trust Short Term Bond ETF in Q2 2026 and held it in 1 quarter.
  • Axxcess Wealth Management's Performance Trust Short Term Bond ETF position peaked at $1.09M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.