4WM
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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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $405M AUM 15.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

4J Wealth Management's TBUX Position: Q1 2026 in Review

4J Wealth Management increased its T. Rowe Price Ultra Short-Term Bond ETF (TBUX) stake by 30% in Q1 2026, buying an estimated $505K and bringing the position to 43,702 shares worth $2.17M. The position accounts for 1.24% of the portfolio, ranked #17.

4J Wealth Management first reported a position in TBUX in Q2 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold TBUX as of Q1 2026.

  • 4J Wealth Management held 43,702 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $2.17M as of Q1 2026.
  • 4J Wealth Management bought 10,125 T. Rowe Price Ultra Short-Term Bond ETF shares in Q1 2026, an estimated $505K.
  • T. Rowe Price Ultra Short-Term Bond ETF made up 1.24% of 4J Wealth Management's portfolio in Q1 2026, its #17 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 8 quarters since.
  • 107 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q1 2026.

Based on 4J Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.