Caldwell Trust’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7K | Hold |
770
|
|
||||
|
2025
Q1 | $38.1K | Hold |
770
|
|
||||
|
2024
Q4 | $38.6K | Hold |
770
|
|
||||
|
2024
Q3 | $39.6K | Hold |
770
|
|
||||
|
2024
Q2 | $38.8K | Hold |
770
|
|
||||
|
2024
Q1 | $38.9K | Hold |
770
|
|
||||
|
2023
Q4 | $39.2K | Hold |
770
|
|
||||
|
2023
Q3 | $36.9K | Hold |
770
|
|
||||
|
2023
Q2 | $38.5K | Hold |
770
|
|
||||
|
2023
Q1 | $38.8K | Hold |
770
|
|
||||
|
2022
Q4 | $37.7K | Hold |
770
|
|
||||
|
2022
Q3 | $36.7K | Hold |
770
|
|
||||
|
2022
Q2 | $38.4K | Hold |
770
|
|
||||
|
2022
Q1 | $39.8K | Hold |
770
|
|
||||
|
2021
Q4 | $42.5K | Hold |
770
|
|
||||
|
2021
Q3 | $42.4K | Hold |
770
|
|
||||
|
2021
Q2 | $42.8K | Buy |
+770
|
|