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Steward Partners Investment Advisory’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

Steward Partners Investment Advisory’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 		$186K Buy
3,748
+134
+4% +$6.68K ﹤0.01% 2057
2025
Q4 		$180K Buy
+3,614
New +$180K ﹤0.01% 1975

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 $643M AUM 24.12% 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 $336M AUM 22.98% 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 $2.24B AUM 16.9% 1-Year Est. Return

Steward Partners Investment Advisory's TBUX Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its T. Rowe Price Ultra Short-Term Bond ETF (TBUX) stake by 3.7% in Q1 2026, buying an estimated $6.68K and bringing the position to 3,748 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Steward Partners Investment Advisory first reported a position in TBUX in Q4 2025 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold TBUX as of Q1 2026.

  • Steward Partners Investment Advisory held 3,748 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $186K as of Q1 2026.
  • Steward Partners Investment Advisory bought 134 T. Rowe Price Ultra Short-Term Bond ETF shares in Q1 2026, an estimated $6.68K.
  • T. Rowe Price Ultra Short-Term Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2057 holding.
  • Steward Partners Investment Advisory first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.