Bellevue Asset Management’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Bellevue Asset 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	$888K	Buy	+34,977	New	+$887K	0.41%	39

Other funds holding STBF

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

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

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Bellevue Asset Management's STBF Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q2 2026: 34,977 shares worth $888K. The stake represents 0.41% of the portfolio and ranks #39 among its holdings.

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

Bellevue Asset Management held 34,977 shares of Performance Trust Short Term Bond ETF worth $888K as of Q2 2026.
Performance Trust Short Term Bond ETF was a new Bellevue Asset Management position in Q2 2026.
Performance Trust Short Term Bond ETF made up 0.41% of Bellevue Asset Management's portfolio in Q2 2026, its #39 holding.
25 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.