SF
STBF

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

Summit 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 		$391K Buy
15,436
+1,868
+14% +$47.5K 0.01% 1076
2025
Q4 		$344K Buy
+13,568
New +$345K 0.01% 1023

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

Summit Financial's STBF Position: Q1 2026 in Review

Summit Financial increased its Performance Trust Short Term Bond ETF (STBF) stake by 14% in Q1 2026, buying an estimated $47.5K and bringing the position to 15,436 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #1076.

Summit Financial 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.

  • Summit Financial held 15,436 shares of Performance Trust Short Term Bond ETF worth $391K as of Q1 2026.
  • Summit Financial bought 1,868 Performance Trust Short Term Bond ETF shares in Q1 2026, an estimated $47.5K.
  • Performance Trust Short Term Bond ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1076 holding.
  • Summit Financial 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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.