Altus Wealth Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
8,217
-74
| -0.9% | -$3.62K | 0.18% | 92 |
|
|
2025
Q1 | $410K | Sell |
8,291
-25
| -0.3% | -$1.24K | 0.19% | 94 |
|
|
2024
Q4 | $417K | Buy |
8,316
+1,669
| +25% | +$83.7K | 0.18% | 102 |
|
|
2024
Q3 | $342K | Sell |
6,647
-336
| -5% | -$17.3K | 0.15% | 104 |
|
|
2024
Q2 | $352K | Sell |
6,983
-643
| -8% | -$32.4K | 0.18% | 98 |
|
|
2024
Q1 | $385K | Sell |
7,626
-10,004
| -57% | -$506K | 0.19% | 101 |
|
|
2023
Q4 | $898K | Sell |
17,630
-86
| -0.5% | -$4.38K | 0.5% | 50 |
|
|
2023
Q3 | $849K | Buy |
17,716
+974
| +6% | +$46.7K | 0.54% | 45 |
|
|
2023
Q2 | $837K | Sell |
16,742
-342
| -2% | -$17.1K | 0.51% | 49 |
|
|
2023
Q1 | $860K | Buy |
17,084
+7,505
| +78% | +$378K | 0.58% | 43 |
|
|
2022
Q4 | $469K | Buy |
+9,579
| New | +$469K | 0.36% | 73 |
|
|
2021
Q3 | – | Sell |
-1,156
| Closed | -$64K | – | 119 |
|
|
2021
Q2 | $64K | Buy |
+1,156
| New | +$64K | 0.06% | 114 |
|