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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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $208B AUM 16.12% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Leo H. Evart Inc's TBUX Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) in Q1 2026: 90 shares worth $4.49K. The stake represents ﹤0.01% of the portfolio and ranks #192 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in TBUX as recently as Q2 2022.

Leo H. Evart Inc first reported a position in TBUX in Q4 2021 and has held it in 3 quarters since. The position peaked at $334K in Q2 2022. 107 funds tracked by Wall St. Rank hold TBUX as of Q1 2026.

  • Leo H. Evart Inc held 90 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $4.49K as of Q1 2026.
  • T. Rowe Price Ultra Short-Term Bond ETF was a new Leo H. Evart Inc position in Q1 2026.
  • T. Rowe Price Ultra Short-Term Bond ETF made up ﹤0.01% of Leo H. Evart Inc's portfolio in Q1 2026, its #192 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 3 quarters since.
  • Leo H. Evart Inc's T. Rowe Price Ultra Short-Term Bond ETF position peaked at $334K in Q2 2022.
  • 107 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.