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Arrowroot Family Office’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Arrowroot Family Office’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
2026
Q1 		$319K Buy
6,369
+169
+3% +$8.57K 0.11% 124
2025
Q4 		$312K Buy
6,200
+700
+13% +$35.3K 0.11% 111
2025
Q3 		$276K Buy
5,500
+121
+2% +$5.95K 0.11% 121
2025
Q2 		$263K Buy
+5,379
New +$262K 0.12% 122
2024
Q4 		$257K Buy
5,128
+401
+8% +$20.3K 0.13% 113
2024
Q3 		$243K Buy
4,727
+607
+15% +$30.9K 0.14% 115
2024
Q2 		$207K Buy
+4,120
New +$207K 0.13% 115

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Arrowroot Family Office's TAXF Position: Q1 2026 in Review

Arrowroot Family Office increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 2.7% in Q1 2026, buying an estimated $8.57K and bringing the position to 6,369 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #124.

Arrowroot Family Office first reported a position in TAXF in Q2 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Arrowroot Family Office held 6,369 shares of American Century Diversified Municipal Bond ETF worth $319K as of Q1 2026.
  • Arrowroot Family Office bought 169 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $8.57K.
  • American Century Diversified Municipal Bond ETF made up 0.11% of Arrowroot Family Office's portfolio in Q1 2026, its #124 holding.
  • Arrowroot Family Office first reported a position in American Century Diversified Municipal Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.