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Family Investment Center’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

Family Investment Center’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 		$231K Sell
4,644
-9,202
-66% -$459K 0.04% 109
2026
Q1 		$689K Buy
13,846
+6,638
+92% +$331K 0.13% 43
2025
Q4 		$359K Buy
+7,208
New +$360K 0.07% 66

Other funds holding TBUX

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Family Investment Center's TBUX Position: Q2 2026 in Review

Family Investment Center reduced its T. Rowe Price Ultra Short-Term Bond ETF (TBUX) stake by 66% in Q2 2026, selling an estimated $459K and leaving 4,644 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #109.

Family Investment Center first reported a position in TBUX in Q4 2025 and has held it in 3 quarters since. The position peaked at $689K in Q1 2026. 77 funds tracked by Wall St. Rank hold TBUX as of Q2 2026.

  • Family Investment Center held 4,644 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $231K as of Q2 2026.
  • Family Investment Center sold 9,202 T. Rowe Price Ultra Short-Term Bond ETF shares in Q2 2026, an estimated $459K.
  • T. Rowe Price Ultra Short-Term Bond ETF made up 0.04% of Family Investment Center's portfolio in Q2 2026, its #109 holding.
  • Family Investment Center first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Family Investment Center's T. Rowe Price Ultra Short-Term Bond ETF position peaked at $689K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.