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

Castle 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
2026
Q2 		$322K Buy
+6,332
New +$320K 0.1% 109

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Castle Wealth Management's TAXF Position: Q2 2026 in Review

Castle Wealth Management opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q2 2026: 6,332 shares worth $322K. The stake represents 0.1% of the portfolio and ranks #109 among its holdings.

113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Castle Wealth Management held 6,332 shares of American Century Diversified Municipal Bond ETF worth $322K as of Q2 2026.
  • American Century Diversified Municipal Bond ETF was a new Castle Wealth Management position in Q2 2026.
  • American Century Diversified Municipal Bond ETF made up 0.1% of Castle Wealth Management's portfolio in Q2 2026, its #109 holding.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.