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Southland Equity Partners’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

Southland Equity Partners’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 		$230K Buy
+4,649
New +$232K 0.04% 277

Other funds holding TBUX

PCFFS
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Southland Equity Partners's TBUX Position: Q3 2026 in Review

Southland Equity Partners opened a new position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) in Q3 2026: 4,649 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #277 among its holdings.

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

  • Southland Equity Partners held 4,649 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $230K as of Q3 2026.
  • T. Rowe Price Ultra Short-Term Bond ETF was a new Southland Equity Partners position in Q3 2026.
  • T. Rowe Price Ultra Short-Term Bond ETF made up 0.04% of Southland Equity Partners's portfolio in Q3 2026, its #277 holding.
  • 16 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.