UBS Group
STBF

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

UBS 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 		$6.33K Buy
+250
New +$6.35K ﹤0.01% 8704
2025
Q4 		– Sell
-879
Closed -$22.4K – 11308
2025
Q3 		$22.4K Buy
+879
New +$22.3K ﹤0.01% 8081
2025
Q2 		– Sell
-167
Closed -$4.22K – 10960
2025
Q1 		$4.22K Sell
167
-314
-65% -$7.93K ﹤0.01% 9136
2024
Q4 		$12.1K Buy
+481
New +$12.2K ﹤0.01% 8216

Other funds holding STBF

RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $410M AUM 21.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's STBF Position: Q1 2026 in Review

UBS Group opened a new position in Performance Trust Short Term Bond ETF (STBF) in Q1 2026: 250 shares worth $6.33K. The stake represents ﹤0.01% of the portfolio and ranks #8704 among its holdings. This is a return to the name: UBS Group previously reported a position in STBF as recently as Q3 2025.

UBS Group first reported a position in STBF in Q4 2024 and has held it in 4 quarters since. The position peaked at $22.4K in Q3 2025. 17 funds tracked by Wall St. Rank hold STBF as of Q1 2026.

  • UBS Group held 250 shares of Performance Trust Short Term Bond ETF worth $6.33K as of Q1 2026.
  • Performance Trust Short Term Bond ETF was a new UBS Group position in Q1 2026.
  • Performance Trust Short Term Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8704 holding.
  • UBS Group first reported a position in Performance Trust Short Term Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • UBS Group's Performance Trust Short Term Bond ETF position peaked at $22.4K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.