Morningstar

Performance Trust Short Term Bond ETF STBF

Morningstar Medalist Rating
Medalist Rating as of | See Performance Trust Asset Management Investment Hub

Morningstar’s Analysis STBF

Will STBF outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable STBF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STBF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of STBF’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Performance Trust Short Term Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings STBF

More STBF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Note/Bond

12.25 16M
Government

United States Treasury Notes 4.38%

11.52 15M
Government

First American Government Obligs X

1.40 2M
Cash and Equivalents

United States Treasury Notes 3.75%

1.13 1M
Government

BENEFIT STREET PARTNERS CLO XXV LTD 5.49%

0.78 1M
Securitized

GLS AUTO SELECT RECEIVABLES TRUST 2 5.92%

0.77 1M
Securitized

Santander Drive Auto Receivables Trust

0.77 1M
Cash and Equivalents

Palmer Square Loan Funding 2026-2 Ltd

0.76 1M
Corporate

Ares XXVII CLO Ltd

0.76 1M
Corporate

Magnetite XXIII LTD / LLC 5.42%

0.76 999,987
Securitized

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