KWA
STBF

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

Kellett Wealth 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
2026
Q2 		$266K Buy
+10,472
New +$266K 0.12% 81

Other funds holding STBF

BJF
Blue Jean Financial Albany, New York $144M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Kellett Wealth Advisors's STBF Position: Q2 2026 in Review

Kellett Wealth Advisors opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q2 2026: 10,472 shares worth $266K. The stake represents 0.12% of the portfolio and ranks #81 among its holdings.

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

  • Kellett Wealth Advisors held 10,472 shares of Performance Trust Short Term Bond ETF worth $266K as of Q2 2026.
  • Performance Trust Short Term Bond ETF was a new Kellett Wealth Advisors position in Q2 2026.
  • Performance Trust Short Term Bond ETF made up 0.12% of Kellett Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • 6 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.