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

Peterson 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	$38.3M	Buy	+772,452	New	+$38.5M	4.44%	6

Other funds holding TBUX

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

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

Peterson Wealth Advisors opened a new position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) in Q3 2026: 772,452 shares worth $38.3M. The stake represents 4.44% of the portfolio and ranks #6 among its holdings.

5 funds tracked by Wall St. Rank hold TBUX as of Q3 2026.

Peterson Wealth Advisors held 772,452 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $38.3M as of Q3 2026.
T. Rowe Price Ultra Short-Term Bond ETF was a new Peterson Wealth Advisors position in Q3 2026.
T. Rowe Price Ultra Short-Term Bond ETF made up 4.44% of Peterson Wealth Advisors's portfolio in Q3 2026, its #6 holding.
5 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.