Cambridge Investment Research Advisors
TAGG icon

Cambridge Investment Research Advisors’s T. Rowe Price QM US Bond ETF TAGG Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$302K Buy
7,095
+1,073
+18% +$46.2K ﹤0.01% 3283
2025
Q4 		$259K Buy
6,022
+1,144
+23% +$49.4K ﹤0.01% 3348
2025
Q3 		$210K Buy
4,878
+66
+1% +$2.82K ﹤0.01% 3446
2025
Q2 		$205K Buy
4,812
+115
+2% +$4.87K ﹤0.01% 3332
2025
Q1 		$201K Sell
4,697
-778
-14% -$32.9K ﹤0.01% 3207
2024
Q4 		$229K Buy
+5,475
New +$233K ﹤0.01% 3076

Other funds holding TAGG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors's TAGG Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its T. Rowe Price QM US Bond ETF (TAGG) stake by 18% in Q1 2026, buying an estimated $46.2K and bringing the position to 7,095 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #3283.

Cambridge Investment Research Advisors first reported a position in TAGG in Q4 2024 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold TAGG as of Q1 2026.

  • Cambridge Investment Research Advisors held 7,095 shares of T. Rowe Price QM US Bond ETF worth $302K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 1,073 T. Rowe Price QM US Bond ETF shares in Q1 2026, an estimated $46.2K.
  • T. Rowe Price QM US Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3283 holding.
  • Cambridge Investment Research Advisors first reported a position in T. Rowe Price QM US Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held T. Rowe Price QM US Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.