LWA
TBUX icon

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
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

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM

Lineweaver Wealth Advisors's TBUX Position: Q2 2026 in Review

Lineweaver Wealth Advisors opened a new position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) in Q2 2026: 4,556 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #172 among its holdings. This is a return to the name: Lineweaver Wealth Advisors previously reported a position in TBUX as recently as Q4 2025.

Lineweaver Wealth Advisors first reported a position in TBUX in Q4 2025 and has held it in 2 quarters since. The position peaked at $268K in Q4 2025. 17 funds tracked by Wall St. Rank hold TBUX as of Q2 2026.

  • Lineweaver Wealth Advisors held 4,556 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $227K as of Q2 2026.
  • T. Rowe Price Ultra Short-Term Bond ETF was a new Lineweaver Wealth Advisors position in Q2 2026.
  • T. Rowe Price Ultra Short-Term Bond ETF made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Lineweaver Wealth Advisors first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Lineweaver Wealth Advisors's T. Rowe Price Ultra Short-Term Bond ETF position peaked at $268K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.