4WM
4J Wealth Management’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$823K | 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 |
|