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

Clearview 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	$661K	Sell	13,001 -93	-0.7%	-$4.69K	0.42%	39
2026 Q1	$655K	Buy	+13,094	New	+$664K	0.46%	39

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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 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

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

Clearview Wealth Management reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.71% in Q2 2026, selling an estimated $4.69K and leaving 13,001 shares worth $661K. The position accounts for 0.42% of the portfolio, ranked #39.

Clearview Wealth Management first reported a position in TAXF in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Clearview Wealth Management held 13,001 shares of American Century Diversified Municipal Bond ETF worth $661K as of Q2 2026.
Clearview Wealth Management sold 93 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $4.69K.
American Century Diversified Municipal Bond ETF made up 0.42% of Clearview Wealth Management's portfolio in Q2 2026, its #39 holding.
Clearview Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Clearview Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.