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CGN Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

CGN Advisors’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
Q2 		– Sell
-4,869
Closed -$241K – 305
2025
Q1 		$241K Sell
4,869
-137
-3% -$6.87K 0.02% 278
2024
Q4 		$251K Sell
5,006
-1,859
-27% -$94.3K 0.02% 274
2024
Q3 		$353K Hold
6,865
– – 0.04% 231
2024
Q2 		$346K Sell
6,865
-691
-9% -$34.7K 0.04% 218
2024
Q1 		$382K Sell
7,556
-731
-9% -$37.1K 0.05% 197
2023
Q4 		$422K Sell
8,287
-5,228
-39% -$255K 0.06% 189
2023
Q3 		$648K Sell
13,515
-3,369
-20% -$166K 0.09% 169
2023
Q2 		$844K Sell
16,884
-2,473
-13% -$124K 0.12% 149
2023
Q1 		$975K Sell
19,357
-4,447
-19% -$222K 0.15% 135
2022
Q4 		$1.16M Sell
23,804
-25,713
-52% -$1.25M 0.21% 127
2022
Q3 		$2.36M Buy
49,517
+20,218
+69% +$1.01M 0.59% 45
2022
Q2 		$1.46M Sell
29,299
-1,958
-6% -$98.1K 0.41% 63
2022
Q1 		$1.61M Sell
31,257
-3,174
-9% -$170K 0.4% 63
2021
Q4 		$1.9M Buy
34,431
+4,398
+15% +$242K 0.5% 53
2021
Q3 		$1.66M Buy
30,033
+1,911
+7% +$106K 0.54% 52
2021
Q2 		$1.56M Buy
28,122
+3,019
+12% +$167K 0.49% 54
2021
Q1 		$1.37M Buy
25,103
+2,449
+11% +$134K 0.49% 52
2020
Q4 		$1.24M Buy
+22,654
New +$1.22M 0.5% 55

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CGN Advisors's TAXF Position: Q2 2025 in Review

CGN Advisors sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2025, closing a stake of 4,869 shares — an estimated $241K sold.

CGN Advisors first reported a position in TAXF in Q4 2020 and held it in 18 quarters. The position peaked at $2.36M in Q3 2022. 88 funds tracked by Wall St. Rank hold TAXF as of Q2 2025.

  • CGN Advisors reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • CGN Advisors sold 4,869 American Century Diversified Municipal Bond ETF shares in Q2 2025, an estimated $241K.
  • CGN Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2020 and held it in 18 quarters.
  • CGN Advisors's American Century Diversified Municipal Bond ETF position peaked at $2.36M in Q3 2022.
  • 88 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2025.

Based on CGN Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.