Sugar Maple Asset Management’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Sugar Maple Asset Management’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 Q3	$832K	Buy	+33,449	New	+$843K	0.47%	43

Other funds holding STBF

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Sugar Maple Asset Management's STBF Position: Q3 2026 in Review

Sugar Maple Asset Management opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q3 2026: 33,449 shares worth $832K. The stake represents 0.47% of the portfolio and ranks #43 among its holdings.

11 funds tracked by Wall St. Rank hold STBF as of Q3 2026.

Sugar Maple Asset Management held 33,449 shares of Performance Trust Short Term Bond ETF worth $832K as of Q3 2026.
Performance Trust Short Term Bond ETF was a new Sugar Maple Asset Management position in Q3 2026.
Performance Trust Short Term Bond ETF made up 0.47% of Sugar Maple Asset Management's portfolio in Q3 2026, its #43 holding.
11 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.