Certified Advisory Corp’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Certified Advisory Corp’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
2025 Q3	–	Sell	-58,680	Closed	-$2.87M	–	323
2025 Q2	$2.87M	Buy	58,680 +268	+0.5%	+$13.1K	0.3%	88
2025 Q1	$2.89M	Hold	58,412	–	–	0.33%	87
2024 Q4	$2.93M	Buy	58,412 +3,315	+6%	+$168K	0.32%	88
2024 Q3	$2.83M	Sell	55,097 -4,862	-8%	-$248K	0.31%	85
2024 Q2	$3.02M	Sell	59,959 -513	-0.8%	-$25.7K	0.38%	81
2024 Q1	$3.06M	Buy	60,472 +2,268	+4%	+$115K	0.43%	71
2023 Q4	$2.97M	Buy	58,204 +2,055	+4%	+$100K	0.45%	72
2023 Q3	$2.69M	Sell	56,149 -3,439	-6%	-$170K	0.5%	67
2023 Q2	$2.98M	Buy	59,588 +1,378	+2%	+$68.9K	0.55%	56
2023 Q1	$2.93M	Buy	58,210 +22,523	+63%	+$1.12M	0.52%	55
2022 Q4	$1.75M	Buy	35,687 +9,908	+38%	+$481K	0.35%	83
2022 Q3	$1.23M	Buy	+25,779	New	+$1.29M	0.28%	93

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 $1.09B AUM 23.69% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Certified Advisory Corp's TAXF Position: Q3 2025 in Review

Certified Advisory Corp sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q3 2025, closing a stake of 58,680 shares — an estimated $2.87M sold.

Certified Advisory Corp first reported a position in TAXF in Q3 2022 and held it in 12 quarters. The position peaked at $3.06M in Q1 2024. 97 funds tracked by Wall St. Rank hold TAXF as of Q3 2025.

Certified Advisory Corp reported no remaining American Century Diversified Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Certified Advisory Corp sold 58,680 American Century Diversified Municipal Bond ETF shares in Q3 2025, an estimated $2.87M.
Certified Advisory Corp first reported a position in American Century Diversified Municipal Bond ETF in Q3 2022 and held it in 12 quarters.
Certified Advisory Corp's American Century Diversified Municipal Bond ETF position peaked at $3.06M in Q1 2024.
97 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2025.

Based on Certified Advisory Corp's 13F filing for Q3 2025, filed 13 Nov 2025.