Carson Wealth (CWM LLC)
STBF

Carson Wealth (CWM LLC)’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Carson Wealth (CWM LLC)’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 		$72K Hold
2,844
– – ﹤0.01% 3521
2025
Q4 		$72K Hold
2,844
– – ﹤0.01% 3334
2025
Q3 		$72K Hold
2,844
– – ﹤0.01% 3228
2025
Q2 		$72K Buy
+2,844
New +$71.7K ﹤0.01% 2996

Other funds holding STBF

RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STBF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Performance Trust Short Term Bond ETF (STBF) position steady in Q1 2026 at 2,844 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

Carson Wealth (CWM LLC) first reported a position in STBF in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold STBF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,844 shares of Performance Trust Short Term Bond ETF worth $72K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Performance Trust Short Term Bond ETF share count unchanged in Q1 2026.
  • Performance Trust Short Term Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3521 holding.
  • Carson Wealth (CWM LLC) first reported a position in Performance Trust Short Term Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.