4J Wealth Management’s T. Rowe Price QM US Bond ETF TAGG Stock Holding History

4J Wealth Management’s Portfolio TAGG Stock Details TAGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.48M	Buy	+110,490	New	+$4.61M	2.07%	11

Other funds holding TAGG

Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

4J Wealth Management's TAGG Position: Q3 2026 in Review

4J Wealth Management opened a new position in T. Rowe Price QM US Bond ETF (TAGG) in Q3 2026: 110,490 shares worth $4.48M. The stake represents 2.07% of the portfolio and ranks #11 among its holdings.

14 funds tracked by Wall St. Rank hold TAGG as of Q3 2026.

4J Wealth Management held 110,490 shares of T. Rowe Price QM US Bond ETF worth $4.48M as of Q3 2026.
T. Rowe Price QM US Bond ETF was a new 4J Wealth Management position in Q3 2026.
T. Rowe Price QM US Bond ETF made up 2.07% of 4J Wealth Management's portfolio in Q3 2026, its #11 holding.
14 funds tracked by Wall St. Rank held T. Rowe Price QM US Bond ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.