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IFP Advisors’s T. Rowe Price QM US Bond ETF TAGG Stock Holding History

IFP 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
Q2 		$646K Buy
15,205
+163
+1% +$6.93K 0.01% 931
2026
Q1 		$641K Buy
15,042
+162
+1% +$6.98K 0.01% 867
2025
Q4 		$640K Buy
14,880
+168
+1% +$7.26K 0.01% 831
2025
Q3 		$633K Buy
14,712
+170
+1% +$7.27K 0.02% 775
2025
Q2 		$621K Buy
14,542
+161
+1% +$6.82K 0.02% 747
2025
Q1 		$616K Buy
14,381
+140
+1% +$5.92K 0.02% 711
2024
Q4 		$596K Buy
+14,241
New +$607K 0.02% 673

Other funds holding TAGG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KV
Kickstand Ventures Pittsford, New York $550M AUM 22.11% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

IFP Advisors's TAGG Position: Q2 2026 in Review

IFP Advisors increased its T. Rowe Price QM US Bond ETF (TAGG) stake by 1.1% in Q2 2026, buying an estimated $6.93K and bringing the position to 15,205 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #931.

IFP Advisors first reported a position in TAGG in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold TAGG as of Q2 2026.

  • IFP Advisors held 15,205 shares of T. Rowe Price QM US Bond ETF worth $646K as of Q2 2026.
  • IFP Advisors bought 163 T. Rowe Price QM US Bond ETF shares in Q2 2026, an estimated $6.93K.
  • T. Rowe Price QM US Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #931 holding.
  • IFP Advisors first reported a position in T. Rowe Price QM US Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 20 funds tracked by Wall St. Rank held T. Rowe Price QM US Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.