4J Wealth Management’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

4J Wealth Management’s Portfolio TBUX Stock Details TBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.2M	Buy	64,295 +20,593	+47%	+$1.03M	1.57%	15
2026 Q1	$2.17M	Buy	43,702 +10,125	+30%	+$505K	1.24%	17
2025 Q4	$1.67M	Buy	33,577 +5,660	+20%	+$282K	0.96%	24
2025 Q3	$1.39M	Buy	27,917 +650	+2%	+$32.4K	0.82%	27
2025 Q2	$1.36M	Buy	27,267 +1,225	+5%	+$60.9K	0.92%	24
2025 Q1	$1.29M	Buy	26,042 +16,589	+175%	+$825K	1.02%	22
2024 Q4	$469K	Buy	9,453 +4,853	+106%	+$241K	0.38%	46
2024 Q3	$229K	Hold	4,600	–	–	0.18%	82
2024 Q2	$227K	Buy	+4,600	New	+$227K	0.19%	80

Other funds holding TBUX

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

WJS

William John Sempolinski Easton, Massachusetts $248M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

4J Wealth Management's TBUX Position: Q2 2026 in Review

4J Wealth Management increased its T. Rowe Price Ultra Short-Term Bond ETF (TBUX) stake by 47% in Q2 2026, buying an estimated $1.03M and bringing the position to 64,295 shares worth $3.2M. The position accounts for 1.57% of the portfolio, ranked #15.

4J Wealth Management first reported a position in TBUX in Q2 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold TBUX as of Q2 2026.

4J Wealth Management held 64,295 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $3.2M as of Q2 2026.
4J Wealth Management bought 20,593 T. Rowe Price Ultra Short-Term Bond ETF shares in Q2 2026, an estimated $1.03M.
T. Rowe Price Ultra Short-Term Bond ETF made up 1.57% of 4J Wealth Management's portfolio in Q2 2026, its #15 holding.
4J Wealth Management first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.