CWM
DTF

Cedar Wealth Management’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Cedar Wealth Management’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-732
Closed -$8.36K – 135
2025
Q4 		$8.36K Buy
+732
New +$8.32K ﹤0.01% 165

Other funds holding DTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
AFC
Avise Financial Cooperative Los Angeles, California $121M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cedar Wealth Management's DTF Position: Q1 2026 in Review

Cedar Wealth Management sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2026, closing a stake of 732 shares — an estimated $8.36K sold.

Cedar Wealth Management first reported a position in DTF in Q4 2025 and held it in 1 quarter. The position peaked at $8.36K in Q4 2025. 31 funds tracked by Wall St. Rank hold DTF as of Q1 2026.

  • Cedar Wealth Management reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q1 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 732 DTF Tax-Free Income 2028 Term Fund shares in Q1 2026, an estimated $8.36K.
  • Cedar Wealth Management first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2025 and held it in 1 quarter.
  • Cedar Wealth Management's DTF Tax-Free Income 2028 Term Fund position peaked at $8.36K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.