Envestnet Asset Management’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Envestnet 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	$254K	Buy	+10,027	New	+$254K	﹤0.01%	4524

Other funds holding STBF

RIL

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BAM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

Envestnet Asset Management's STBF Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q2 2026: 10,027 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #4524 among its holdings.

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

Envestnet Asset Management held 10,027 shares of Performance Trust Short Term Bond ETF worth $254K as of Q2 2026.
Performance Trust Short Term Bond ETF was a new Envestnet Asset Management position in Q2 2026.
Performance Trust Short Term Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4524 holding.
25 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.