3D/L Capital Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

3D/L Capital Management’s Portfolio TAXF Stock Details TAXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-40,500	Closed	-$1.93M	–	110
2022 Q3	$1.93M	Sell	40,500 -1,337	-3%	-$66.8K	0.57%	26
2022 Q2	$2.08M	Buy	41,837 +740	+2%	+$37.1K	0.58%	27
2022 Q1	$2.12M	Sell	41,097 -1,933	-4%	-$103K	0.52%	30
2021 Q4	$2.38M	Buy	43,030 +4,458	+12%	+$246K	0.56%	26
2021 Q3	$2.13M	Buy	38,572 +194	+0.5%	+$10.8K	0.51%	27
2021 Q2	$2.13M	Buy	38,378 +1,619	+4%	+$89.4K	0.51%	26
2021 Q1	$2.01M	Buy	36,759 +1,152	+3%	+$63.1K	0.51%	23
2020 Q4	$2K	Buy	+35,607	New	+$1.92M	﹤0.01%	88

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

3D/L Capital Management's TAXF Position: Q4 2022 in Review

3D/L Capital Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q4 2022, closing a stake of 40,500 shares — an estimated $1.93M sold.

3D/L Capital Management first reported a position in TAXF in Q4 2020 and held it in 8 quarters. The position peaked at $2.38M in Q4 2021. 61 funds tracked by Wall St. Rank hold TAXF as of Q4 2022.

3D/L Capital Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
3D/L Capital Management sold 40,500 American Century Diversified Municipal Bond ETF shares in Q4 2022, an estimated $1.93M.
3D/L Capital Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2020 and held it in 8 quarters.
3D/L Capital Management's American Century Diversified Municipal Bond ETF position peaked at $2.38M in Q4 2021.
61 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2022.

Based on 3D/L Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.