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Mark Sheptoff Financial Planning’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

Mark Sheptoff Financial 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 		$25.4K Buy
+510
New +$25.4K 0.01% 250

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 $369B AUM 28.27% 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 $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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
WJS
William John Sempolinski Easton, Massachusetts $248M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mark Sheptoff Financial Planning's TBUX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) in Q2 2026: 510 shares worth $25.4K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings.

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

  • Mark Sheptoff Financial Planning held 510 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $25.4K as of Q2 2026.
  • T. Rowe Price Ultra Short-Term Bond ETF was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • T. Rowe Price Ultra Short-Term Bond ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #250 holding.
  • 121 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.