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

Barnes Wealth Management Group’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 Q2	$233K	Buy	4,573 +43	+0.9%	+$2.17K	0.11%	173
2026 Q1	$227K	Buy	4,530 +147	+3%	+$7.45K	0.12%	172
2025 Q4	$221K	Buy	4,383 +233	+6%	+$11.8K	0.12%	167
2025 Q3	$208K	Buy	4,150 +23	+0.6%	+$1.13K	0.11%	168
2025 Q2	$202K	Buy	+4,127	New	+$201K	0.12%	161

Other funds holding TAXF

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

GAM

GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

Barnes Wealth Management Group's TAXF Position: Q2 2026 in Review

Barnes Wealth Management Group increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.95% in Q2 2026, buying an estimated $2.17K and bringing the position to 4,573 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #173.

Barnes Wealth Management Group first reported a position in TAXF in Q2 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Barnes Wealth Management Group held 4,573 shares of American Century Diversified Municipal Bond ETF worth $233K as of Q2 2026.
Barnes Wealth Management Group bought 43 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $2.17K.
American Century Diversified Municipal Bond ETF made up 0.11% of Barnes Wealth Management Group's portfolio in Q2 2026, its #173 holding.
Barnes Wealth Management Group first reported a position in American Century Diversified Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.