Envestnet Asset Management
STBF

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% 4521

Other funds holding STBF

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
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
DADC
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

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 #4521 among its holdings.

14 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 #4521 holding.
  • 14 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.