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

Lynch Investment Planning’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	$220K	Buy	+4,419	New	+$220K	0.17%	55

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

Lynch Investment Planning's TBUX Position: Q2 2026 in Review

Lynch Investment Planning opened a new position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) in Q2 2026: 4,419 shares worth $220K. The stake represents 0.17% of the portfolio and ranks #55 among its holdings.

121 funds tracked by Wall St. Rank hold TBUX as of Q2 2026.

Lynch Investment Planning held 4,419 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $220K as of Q2 2026.
T. Rowe Price Ultra Short-Term Bond ETF was a new Lynch Investment Planning position in Q2 2026.
T. Rowe Price Ultra Short-Term Bond ETF made up 0.17% of Lynch Investment Planning's portfolio in Q2 2026, its #55 holding.
121 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q2 2026.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.