Roberts, Glore & Co’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Roberts, Glore & Co’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	$431K	Buy	+17,000	New	+$431K	0.11%	162

Other funds holding STBF

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Blue Jean Financial Albany, New York $144M AUM

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

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

Roberts, Glore & Co's STBF Position: Q2 2026 in Review

Roberts, Glore & Co opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q2 2026: 17,000 shares worth $431K. The stake represents 0.11% of the portfolio and ranks #162 among its holdings.

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

Roberts, Glore & Co held 17,000 shares of Performance Trust Short Term Bond ETF worth $431K as of Q2 2026.
Performance Trust Short Term Bond ETF was a new Roberts, Glore & Co position in Q2 2026.
Performance Trust Short Term Bond ETF made up 0.11% of Roberts, Glore & Co's portfolio in Q2 2026, its #162 holding.
25 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.