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

LPL 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 Q1	$897K	Buy	+35,428	New	+$900K	﹤0.01%	4272

Other funds holding STBF

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BJF

Blue Jean Financial Albany, New York $121M AUM

WCM

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $251M AUM 45.31% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

LPL Financial's STBF Position: Q1 2026 in Review

LPL Financial opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q1 2026: 35,428 shares worth $897K. The stake represents ﹤0.01% of the portfolio and ranks #4272 among its holdings.

17 funds tracked by Wall St. Rank hold STBF as of Q1 2026.

LPL Financial held 35,428 shares of Performance Trust Short Term Bond ETF worth $897K as of Q1 2026.
Performance Trust Short Term Bond ETF was a new LPL Financial position in Q1 2026.
Performance Trust Short Term Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4272 holding.
17 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.