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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
10,373
-25
-0.2% -$634 0.13% 46
2025
Q1
$263K Sell
10,398
-495
-5% -$12.5K 0.14% 45
2024
Q4
$273K Buy
10,893
+12
+0.1% +$301 0.14% 45
2024
Q3
$277K Buy
10,881
+636
+6% +$16.2K 0.15% 44
2024
Q2
$257K Buy
+10,245
New +$257K 0.15% 44