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ARS Wealth Advisors Group’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

ARS Wealth Advisors Group’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 		$177M Buy
3,564,289
+160,999
+5% +$8.02M 13.88% 1
2026
Q1 		$169M Buy
3,403,290
+752,312
+28% +$37.5M 14.3% 1
2025
Q4 		$132M Buy
2,650,978
+1,346,915
+103% +$67.2M 11.91% 1
2025
Q3 		$65M Buy
+1,304,063
New +$65M 6.42% 2

Other funds holding TBUX

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

ARS Wealth Advisors Group's TBUX Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its T. Rowe Price Ultra Short-Term Bond ETF (TBUX) stake by 4.7% in Q2 2026, buying an estimated $8.02M and bringing the position to 3,564,289 shares worth $177M. The position accounts for 13.88% of the portfolio, ranked #1.

ARS Wealth Advisors Group first reported a position in TBUX in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold TBUX as of Q2 2026.

  • ARS Wealth Advisors Group held 3,564,289 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $177M as of Q2 2026.
  • ARS Wealth Advisors Group bought 160,999 T. Rowe Price Ultra Short-Term Bond ETF shares in Q2 2026, an estimated $8.02M.
  • T. Rowe Price Ultra Short-Term Bond ETF made up 13.88% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #1 holding.
  • ARS Wealth Advisors Group first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.