BAM
STBF

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

DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
BJF
Blue Jean Financial Albany, New York $144M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
DADC
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
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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.

13 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.
  • 13 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.