United Advisor Group’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

United Advisor Group’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	$1.05M	Buy	21,035 +5,219	+33%	+$260K	0.11%	210
2026 Q1	$787K	Sell	15,816 -2,261	-13%	-$113K	0.1%	217
2025 Q4	$901K	Buy	18,077 +339	+2%	+$16.9K	0.11%	191
2025 Q3	$884K	Buy	17,738 +3,107	+21%	+$155K	0.12%	182
2025 Q2	$728K	Buy	14,631 +2,874	+24%	+$143K	0.13%	172
2025 Q1	$584K	Buy	11,757 +430	+4%	+$21.4K	0.12%	167
2024 Q4	$561K	Buy	11,327 +636	+6%	+$31.6K	0.11%	181
2024 Q3	$532K	Buy	10,691 +2,483	+30%	+$123K	0.12%	180
2024 Q2	$406K	Buy	8,208 +2,986	+57%	+$148K	0.13%	160
2024 Q1	$258K	Buy	+5,222	New	+$258K	0.1%	182

Other funds holding TBUX

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

WJS

William John Sempolinski Easton, Massachusetts $248M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

United Advisor Group's TBUX Position: Q2 2026 in Review

United Advisor Group increased its T. Rowe Price Ultra Short-Term Bond ETF (TBUX) stake by 33% in Q2 2026, buying an estimated $260K and bringing the position to 21,035 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #210.

United Advisor Group first reported a position in TBUX in Q1 2024 and has held it in 10 quarters since. 121 funds tracked by Wall St. Rank hold TBUX as of Q2 2026.

United Advisor Group held 21,035 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $1.05M as of Q2 2026.
United Advisor Group bought 5,219 T. Rowe Price Ultra Short-Term Bond ETF shares in Q2 2026, an estimated $260K.
T. Rowe Price Ultra Short-Term Bond ETF made up 0.11% of United Advisor Group's portfolio in Q2 2026, its #210 holding.
United Advisor Group first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
121 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.