Golden State Equity Partners’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Golden State Equity Partners’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 Q3	$2.13M	Buy	+85,644	New	+$2.16M	0.13%	182

Other funds holding STBF

Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Golden State Equity Partners's STBF Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q3 2026: 85,644 shares worth $2.13M. The stake represents 0.13% of the portfolio and ranks #182 among its holdings.

26 funds tracked by Wall St. Rank hold STBF as of Q3 2026.

Golden State Equity Partners held 85,644 shares of Performance Trust Short Term Bond ETF worth $2.13M as of Q3 2026.
Performance Trust Short Term Bond ETF was a new Golden State Equity Partners position in Q3 2026.
Performance Trust Short Term Bond ETF made up 0.13% of Golden State Equity Partners's portfolio in Q3 2026, its #182 holding.
26 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.