Lineweaver Wealth Advisors’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

Lineweaver Wealth Advisors’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 Q3	–	Sell	-4,556	Closed	-$227K	–	192
2026 Q2	$227K	Buy	+4,556	New	+$227K	0.03%	172
2026 Q1	–	Sell	-5,371	Closed	-$268K	–	189
2025 Q4	$268K	Buy	+5,371	New	+$268K	0.04%	164

Other funds holding TBUX

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

William John Sempolinski Easton, Massachusetts $259M AUM 24.85% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Lineweaver Wealth Advisors's TBUX Position: Q3 2026 in Review

Lineweaver Wealth Advisors sold out of T. Rowe Price Ultra Short-Term Bond ETF (TBUX) in Q3 2026, closing a stake of 4,556 shares — an estimated $227K sold.

Lineweaver Wealth Advisors first reported a position in TBUX in Q4 2025 and held it in 2 quarters. The position peaked at $268K in Q4 2025. 91 funds tracked by Wall St. Rank hold TBUX as of Q3 2026.

Lineweaver Wealth Advisors reported no remaining T. Rowe Price Ultra Short-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
Lineweaver Wealth Advisors sold 4,556 T. Rowe Price Ultra Short-Term Bond ETF shares in Q3 2026, an estimated $227K.
Lineweaver Wealth Advisors first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q4 2025 and held it in 2 quarters.
Lineweaver Wealth Advisors's T. Rowe Price Ultra Short-Term Bond ETF position peaked at $268K in Q4 2025.
91 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.