Citadel Advisors’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Citadel Advisors’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
2025 Q3	–	Sell	-11,627	Closed	-$295K	–	14373
2025 Q2	$295K	Sell	11,627 -5,710	-33%	-$144K	﹤0.01%	9867
2025 Q1	$438K	Sell	17,337 -961	-5%	-$24.3K	﹤0.01%	8766
2024 Q4	$459K	Buy	18,298 +5,330	+41%	+$135K	﹤0.01%	8748
2024 Q3	$330K	Buy	12,968 +2,966	+30%	+$75.1K	﹤0.01%	9132
2024 Q2	$251K	Buy	+10,002	New	+$250K	﹤0.01%	9484

Other funds holding STBF

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

RIL

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $251M AUM 45.31% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors's STBF Position: Q3 2025 in Review

Citadel Advisors sold out of Performance Trust Short Term Bond ETF (STBF) in Q3 2025, closing a stake of 11,627 shares — an estimated $295K sold.

Citadel Advisors first reported a position in STBF in Q2 2024 and held it in 5 quarters. The position peaked at $459K in Q4 2024. 12 funds tracked by Wall St. Rank hold STBF as of Q3 2025.

Citadel Advisors reported no remaining Performance Trust Short Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Citadel Advisors sold 11,627 Performance Trust Short Term Bond ETF shares in Q3 2025, an estimated $295K.
Citadel Advisors first reported a position in Performance Trust Short Term Bond ETF in Q2 2024 and held it in 5 quarters.
Citadel Advisors's Performance Trust Short Term Bond ETF position peaked at $459K in Q4 2024.
12 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.