AAS
TBUX icon

Avantax Advisory Services’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$310K Hold
6,242
– – ﹤0.01% 1884
2025
Q1 		$310K Buy
+6,242
New +$310K ﹤0.01% 1807

Other funds holding TBUX

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Avantax Advisory Services's TBUX Position: Q2 2025 in Review

Avantax Advisory Services held its T. Rowe Price Ultra Short-Term Bond ETF (TBUX) position steady in Q2 2025 at 6,242 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Avantax Advisory Services first reported a position in TBUX in Q1 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold TBUX as of Q2 2025.

  • Avantax Advisory Services held 6,242 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $310K as of Q2 2025.
  • Avantax Advisory Services left its T. Rowe Price Ultra Short-Term Bond ETF share count unchanged in Q2 2025.
  • T. Rowe Price Ultra Short-Term Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1884 holding.
  • Avantax Advisory Services first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.