LPL Financial
STBF icon

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
Q2 		$6.05M Buy
238,483
+203,055
+573% +$5.15M ﹤0.01% 2615
2026
Q1 		$897K Buy
+35,428
New +$900K ﹤0.01% 4272

Other funds holding STBF

Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Blue Jean Financial
Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bellevue Asset Management
Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Chicago Wealth Management
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

LPL Financial's STBF Position: Q2 2026 in Review

LPL Financial increased its Performance Trust Short Term Bond ETF (STBF) stake by 573% in Q2 2026, buying an estimated $5.15M and bringing the position to 238,483 shares worth $6.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

LPL Financial first reported a position in STBF in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold STBF as of Q2 2026.

  • LPL Financial held 238,483 shares of Performance Trust Short Term Bond ETF worth $6.05M as of Q2 2026.
  • LPL Financial bought 203,055 Performance Trust Short Term Bond ETF shares in Q2 2026, an estimated $5.15M.
  • Performance Trust Short Term Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2615 holding.
  • LPL Financial first reported a position in Performance Trust Short Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.