Convergence Financial’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Convergence Financial’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	$703K	Buy	+27,703	New	+$703K	0.06%	146

Other funds holding STBF

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

Blue Jean Financial Albany, New York $144M AUM

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

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

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

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Convergence Financial's STBF Position: Q2 2026 in Review

Convergence Financial opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q2 2026: 27,703 shares worth $703K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings.

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

Convergence Financial held 27,703 shares of Performance Trust Short Term Bond ETF worth $703K as of Q2 2026.
Performance Trust Short Term Bond ETF was a new Convergence Financial position in Q2 2026.
Performance Trust Short Term Bond ETF made up 0.06% of Convergence Financial's portfolio in Q2 2026, its #146 holding.
14 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.