Leo H. Evart Inc’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

Leo H. Evart Inc’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	$4.54K	Buy	91 +1	+1%	+$50	﹤0.01%	199
2026 Q1	$4.49K	Buy	+90	New	+$4.49K	﹤0.01%	192
2022 Q3	–	Sell	-6,850	Closed	-$334K	–	37
2022 Q2	$334K	Buy	+6,850	New	+$336K	0.41%	29
2022 Q1	–	Sell	-6,603	Closed	-$329K	–	44
2021 Q4	$329K	Buy	+6,603	New	+$330K	0.32%	33

Other funds holding TBUX

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

WJS

William John Sempolinski Easton, Massachusetts $248M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Leo H. Evart Inc's TBUX Position: Q2 2026 in Review

Leo H. Evart Inc increased its T. Rowe Price Ultra Short-Term Bond ETF (TBUX) stake by 1.1% in Q2 2026, buying an estimated $50 and bringing the position to 91 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Leo H. Evart Inc first reported a position in TBUX in Q4 2021 and has held it in 4 quarters since. The position peaked at $334K in Q2 2022. 121 funds tracked by Wall St. Rank hold TBUX as of Q2 2026.

Leo H. Evart Inc held 91 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $4.54K as of Q2 2026.
Leo H. Evart Inc bought 1 T. Rowe Price Ultra Short-Term Bond ETF share in Q2 2026, an estimated $50.
T. Rowe Price Ultra Short-Term Bond ETF made up ﹤0.01% of Leo H. Evart Inc's portfolio in Q2 2026, its #199 holding.
Leo H. Evart Inc first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q4 2021 and has held it in 4 quarters since.
Leo H. Evart Inc's T. Rowe Price Ultra Short-Term Bond ETF position peaked at $334K in Q2 2022.
121 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.