Aspire Wealth Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-11,478
Closed -$547K 198
2022
Q3
$547K Buy
11,478
+58
+0.5% +$2.9K 0.52% 40
2022
Q2
$569K Buy
+11,420
New +$572K 0.52% 42

Other funds holding TAXF

Aspire Wealth Management's TAXF Position: Q4 2022 in Review

Aspire Wealth Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q4 2022, closing a stake of 11,478 shares — an estimated $547K sold.

Aspire Wealth Management first reported a position in TAXF in Q2 2022 and held it in 2 quarters. The position peaked at $569K in Q2 2022. 61 funds tracked by Wall St. Rank hold TAXF as of Q4 2022.

  • Aspire Wealth Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 11,478 American Century Diversified Municipal Bond ETF shares in Q4 2022, an estimated $547K.
  • Aspire Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
  • Aspire Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $569K in Q2 2022.
  • 61 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2022.

Based on Aspire Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.