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

Perigon Wealth Management’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 		$356K Buy
+7,158
New +$357K 0.01% 951

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 $560M AUM 17.69% 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 $405M AUM 15.78% 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 $2.07B AUM 16.66% 1-Year Est. Return

Perigon Wealth Management's TBUX Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) in Q1 2026: 7,158 shares worth $356K. The stake represents 0.01% of the portfolio and ranks #951 among its holdings.

107 funds tracked by Wall St. Rank hold TBUX as of Q1 2026.

  • Perigon Wealth Management held 7,158 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $356K as of Q1 2026.
  • T. Rowe Price Ultra Short-Term Bond ETF was a new Perigon Wealth Management position in Q1 2026.
  • T. Rowe Price Ultra Short-Term Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #951 holding.
  • 107 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.