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

Blue Rock Wealth Management’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
2025 Q2	–	Sell	-11,050	Closed	-$547K	–	105
2025 Q1	$547K	Sell	11,050 -545	-5%	-$27.3K	0.46%	43
2024 Q4	$581K	Buy	+11,595	New	+$588K	0.61%	32

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Blue Rock Wealth Management's TAXF Position: Q2 2025 in Review

Blue Rock Wealth Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2025, closing a stake of 11,050 shares — an estimated $547K sold.

Blue Rock Wealth Management first reported a position in TAXF in Q4 2024 and held it in 2 quarters. The position peaked at $581K in Q4 2024. 88 funds tracked by Wall St. Rank hold TAXF as of Q2 2025.

Blue Rock Wealth Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Blue Rock Wealth Management sold 11,050 American Century Diversified Municipal Bond ETF shares in Q2 2025, an estimated $547K.
Blue Rock Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
Blue Rock Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $581K in Q4 2024.
88 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2025.

Based on Blue Rock Wealth Management's 13F filing for Q2 2025, filed 21 Oct 2025.