CREATIVE FINANCIAL DESIGNS INC /ADV TBUX β€” T. ROWE PRICE ULTRA SHORT-TERM BOND ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  5 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported T. ROWE PRICE ULTRA SHORT-TERM BOND ETF (TBUX) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows TBUX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TBUX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in T. ROWE PRICE ULTRA SHORT-TERM BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TBUX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held TBUX β€” position size vs. price
% of Fund (quarterly)    TBUX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 716 +552 +336.6% 0.00% $36K 2026-04-13 $49.64
2025 Q4 ADDED β€” β€” β€” 164 +60 +57.7% 0.00% $8K 2026-02-06 $49.41
2025 Q3 UNCHANGED β€” β€” β€” 104 β€” 0% 0.00% $5K 2025-11-14 (Est.) $48.82
2025 Q2 ADDED β€” β€” β€” 104 +8 +8.3% 0.00% $5K 2025-08-04 $48.17
2025 Q1 INITIATED β€” β€” β€” 96 β€” β€” 0.00% $5K 2025-04-23 $47.32

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and TBUX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning TBUX?

CREATIVE FINANCIAL DESIGNS INC /ADV reported TBUX across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported TBUX position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for TBUX was 0.00% in 2026 Q1.

What is the latest reported TBUX position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 716 shares, equal to 0.00% of portfolio, with an estimated market value of $36K.

What does the chart on this TBUX ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly TBUX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CREATIVE FINANCIAL DESIGNS INC /ADV time their TBUX position?

Based on 13F filing dates vs. subsequent TBUX price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on TBUX relative to SPY over the holding period was -19.6%.

← Back to CREATIVE FINANCIAL DESIGNS INC /ADV Holdings