C.M. Bidwell & Associates’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

C.M. Bidwell & Associates’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	$290K	Buy	5,787 +472	+9%	+$23.9K	0.14%	93
2025 Q4	$268K	Buy	5,315 +112	+2%	+$5.65K	0.13%	107
2025 Q3	$261K	Buy	5,203 +301	+6%	+$14.8K	0.13%	106
2025 Q2	$240K	Hold	4,902	–	–	0.12%	115
2025 Q1	$243K	Hold	4,902	–	–	0.15%	108
2024 Q4	$246K	Hold	4,902	–	–	0.15%	104
2024 Q3	$252K	Buy	4,902 +1,457	+42%	+$74.2K	0.15%	104
2024 Q2	$173K	Hold	3,445	–	–	0.12%	130
2024 Q1	$174K	Hold	3,445	–	–	0.12%	131
2023 Q4	$176K	Hold	3,445	–	–	0.13%	119
2023 Q3	$165K	Hold	3,445	–	–	0.13%	139
2023 Q2	$172K	Hold	3,445	–	–	0.13%	141
2023 Q1	$173K	Hold	3,445	–	–	0.13%	133
2022 Q4	$169K	Hold	3,445	–	–	0.13%	142
2022 Q3	$164K	Hold	3,445	–	–	0.14%	137
2022 Q2	$172K	Buy	+3,445	New	+$173K	0.14%	137

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 $900M AUM 17.81% 1-Year Est. Return

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

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

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

C.M. Bidwell & Associates's TAXF Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 8.9% in Q1 2026, buying an estimated $23.9K and bringing the position to 5,787 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #93.

C.M. Bidwell & Associates first reported a position in TAXF in Q2 2022 and has held it in 16 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

C.M. Bidwell & Associates held 5,787 shares of American Century Diversified Municipal Bond ETF worth $290K as of Q1 2026.
C.M. Bidwell & Associates bought 472 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $23.9K.
American Century Diversified Municipal Bond ETF made up 0.14% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #93 holding.
C.M. Bidwell & Associates first reported a position in American Century Diversified Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.