Carson Wealth (CWM LLC)’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.9M | Buy |
1,122,940
+42,107
| +4% | +$2.06M | 0.19% | 103 |
|
|
2025
Q1 | $53.5M | Buy |
1,080,833
+44,602
| +4% | +$2.21M | 0.21% | 99 |
|
|
2024
Q4 | $52M | Buy |
1,036,231
+76,321
| +8% | +$3.83M | 0.22% | 90 |
|
|
2024
Q3 | $49.4M | Buy |
959,910
+193,126
| +25% | +$9.93M | 0.21% | 95 |
|
|
2024
Q2 | $38.6M | Buy |
766,784
+33,586
| +5% | +$1.69M | 0.18% | 114 |
|
|
2024
Q1 | $37.1M | Buy |
733,198
+49,138
| +7% | +$2.48M | 0.18% | 113 |
|
|
2023
Q4 | $34.9M | Buy |
684,060
+158,478
| +30% | +$8.08M | 0.19% | 106 |
|
|
2023
Q3 | $25.2M | Buy |
+525,582
| New | +$25.2M | 0.15% | 132 |
|
|
2023
Q1 | – | Sell |
-1,410
| Closed | -$69K | – | 4324 |
|
|
2022
Q4 | $69K | Buy |
+1,410
| New | +$69K | ﹤0.01% | 1560 |
|