PAG
STBF

Private Advisor Group’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Private Advisor Group’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 		$935K Buy
36,922
+9,442
+34% +$240K ﹤0.01% 1471
2025
Q4 		$697K Buy
+27,480
New +$700K ﹤0.01% 1624

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Private Advisor Group's STBF Position: Q1 2026 in Review

Private Advisor Group increased its Performance Trust Short Term Bond ETF (STBF) stake by 34% in Q1 2026, buying an estimated $240K and bringing the position to 36,922 shares worth $935K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Private Advisor Group first reported a position in STBF in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold STBF as of Q1 2026.

  • Private Advisor Group held 36,922 shares of Performance Trust Short Term Bond ETF worth $935K as of Q1 2026.
  • Private Advisor Group bought 9,442 Performance Trust Short Term Bond ETF shares in Q1 2026, an estimated $240K.
  • Performance Trust Short Term Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1471 holding.
  • Private Advisor Group first reported a position in Performance Trust Short Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.