Bank of America
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Bank of America’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Bank of America’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
2024
Q2 		– Sell
-5
Closed -$253 – 8410
2024
Q1 		$253 Sell
5
-2,408
-100% -$122K ﹤0.01% 7329
2023
Q4 		$123K Buy
+2,413
New +$118K ﹤0.01% 6294

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Bank of America's TAXF Position: Q2 2024 in Review

Bank of America sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2024, closing a stake of 5 shares — an estimated $253 sold.

Bank of America first reported a position in TAXF in Q4 2023 and held it in 2 quarters. The position peaked at $123K in Q4 2023. 78 funds tracked by Wall St. Rank hold TAXF as of Q2 2024.

  • Bank of America reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of America sold 5 American Century Diversified Municipal Bond ETF shares in Q2 2024, an estimated $253.
  • Bank of America first reported a position in American Century Diversified Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
  • Bank of America's American Century Diversified Municipal Bond ETF position peaked at $123K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2024.

Based on Bank of America's 13F filing for Q2 2024, filed 14 Aug 2024.