Number of Shares
83,258.00
Current Holdings Value*
$4.14 Mil
% of Portfolio
1.88%
Total Estimate Gain
$12,856.46
% of Total Estimate Gain
0.31%

Walker Financial Services, Inc.'s T. Rowe Price Ultra Short-Term Bond ETF Holding Summary

As of 2025-06-30, Walker Financial Services, Inc. held 83,258.00 shares of T. Rowe Price Ultra Short-Term Bond ETF(TBUX), totaling $4.14 Mil. This investment constitutes 1.88% of their stock portfolio, and Walker Financial Services, Inc. now holds 0.95% of the outstanding T. Rowe Price Ultra Short-Term Bond ETF(TBUX) stock.

The initial trade took place in 2025Q1. And since then Walker Financial Services, Inc. has made 2 purchases of TBUX, at an average price of $49.70, for a total of 83,258.00 shares. Based on historical transaction data and TBUX's current price of $49.86, Walker Financial Services, Inc.'s estimated gain on his TBUX holdings is $12,856.46, reflecting a 0.31% gain to date.

Walker Financial Services, Inc. TBUX ($49.86) Holding Chart

Walker Financial Services, Inc. TBUX ($49.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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