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
Q2 		$522K Buy
20,565
+5,129
+33% +$130K 0.01% 1073
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 $2.68B AUM 34.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
BJF
Blue Jean Financial Albany, New York $144M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BAM
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
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

Summit Financial's STBF Position: Q2 2026 in Review

Summit Financial increased its Performance Trust Short Term Bond ETF (STBF) stake by 33% in Q2 2026, buying an estimated $130K and bringing the position to 20,565 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #1073.

Summit Financial first reported a position in STBF in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold STBF as of Q2 2026.

  • Summit Financial held 20,565 shares of Performance Trust Short Term Bond ETF worth $522K as of Q2 2026.
  • Summit Financial bought 5,129 Performance Trust Short Term Bond ETF shares in Q2 2026, an estimated $130K.
  • Performance Trust Short Term Bond ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1073 holding.
  • Summit Financial first reported a position in Performance Trust Short Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.