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Blom & Howell Financial Planning’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

Blom & Howell Financial Planning’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 		$3.32M Sell
66,733
-288
-0.4% -$14.4K 2.77% 10
2026
Q1 		$3.33M Sell
67,021
-984
-1% -$49.1K 3.27% 10
2025
Q4 		$3.39M Buy
+68,005
New +$3.39M 3.37% 10

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 $369B AUM 28.27% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
Jones Financial Companies
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
WJS
William John Sempolinski Easton, Massachusetts $248M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Blom & Howell Financial Planning's TBUX Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its T. Rowe Price Ultra Short-Term Bond ETF (TBUX) stake by 0.43% in Q2 2026, selling an estimated $14.4K and leaving 66,733 shares worth $3.32M. The position accounts for 2.77% of the portfolio, ranked #10.

Blom & Howell Financial Planning first reported a position in TBUX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.39M in Q4 2025. 121 funds tracked by Wall St. Rank hold TBUX as of Q2 2026.

  • Blom & Howell Financial Planning held 66,733 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $3.32M as of Q2 2026.
  • Blom & Howell Financial Planning sold 288 T. Rowe Price Ultra Short-Term Bond ETF shares in Q2 2026, an estimated $14.4K.
  • T. Rowe Price Ultra Short-Term Bond ETF made up 2.77% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Blom & Howell Financial Planning first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's T. Rowe Price Ultra Short-Term Bond ETF position peaked at $3.39M in Q4 2025.
  • 121 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.