SAI
TAGG icon

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

Savvy Advisors Inc’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 		$312K Sell
7,341
-614
-8% -$26.1K 0.01% 980
2026
Q1 		$339K Sell
7,955
-221
-3% -$9.52K 0.01% 815
2025
Q4 		$352K Sell
8,176
-28
-0.3% -$1.21K 0.01% 708
2025
Q3 		$353K Buy
8,204
+12
+0.1% +$513 0.02% 559
2025
Q2 		$350K Sell
8,192
-57
-0.7% -$2.42K 0.02% 452
2025
Q1 		$353K Sell
8,249
-3,133
-28% -$132K 0.04% 351
2024
Q4 		$477K Buy
11,382
+787
+7% +$33.5K 0.06% 251
2024
Q3 		$463K Buy
10,595
+223
+2% +$9.63K 0.09% 189
2024
Q2 		$435K Buy
10,372
+1,858
+22% +$77.6K 0.14% 162
2024
Q1 		$360K Buy
+8,514
New +$361K 0.21% 136

Other funds holding TAGG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savvy Advisors Inc's TAGG Position: Q2 2026 in Review

Savvy Advisors Inc reduced its T. Rowe Price QM US Bond ETF (TAGG) stake by 7.7% in Q2 2026, selling an estimated $26.1K and leaving 7,341 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #980.

Savvy Advisors Inc first reported a position in TAGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $477K in Q4 2024. 40 funds tracked by Wall St. Rank hold TAGG as of Q2 2026.

  • Savvy Advisors Inc held 7,341 shares of T. Rowe Price QM US Bond ETF worth $312K as of Q2 2026.
  • Savvy Advisors Inc sold 614 T. Rowe Price QM US Bond ETF shares in Q2 2026, an estimated $26.1K.
  • T. Rowe Price QM US Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #980 holding.
  • Savvy Advisors Inc first reported a position in T. Rowe Price QM US Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Savvy Advisors Inc's T. Rowe Price QM US Bond ETF position peaked at $477K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held T. Rowe Price QM US Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.