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 Q2	–	Sell	-250	Closed	-$6.33K	–	11164
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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 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

UBS Group's STBF Position: Q2 2026 in Review

UBS Group sold out of Performance Trust Short Term Bond ETF (STBF) in Q2 2026, closing a stake of 250 shares — an estimated $6.33K sold.

UBS Group first reported a position in STBF in Q4 2024 and held it in 4 quarters. The position peaked at $22.4K in Q3 2025. 25 funds tracked by Wall St. Rank hold STBF as of Q2 2026.

UBS Group reported no remaining Performance Trust Short Term Bond ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 250 Performance Trust Short Term Bond ETF shares in Q2 2026, an estimated $6.33K.
UBS Group first reported a position in Performance Trust Short Term Bond ETF in Q4 2024 and held it in 4 quarters.
UBS Group's Performance Trust Short Term Bond ETF position peaked at $22.4K in Q3 2025.
25 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.