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Cliff Asness’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Cliff Asness’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
Q1 		– Sell
-4,370
Closed -$219K – 3196
2024
Q4 		$219K Buy
+4,370
New +$222K ﹤0.01% 2637

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Cliff Asness's TAXF Position: Q1 2025 in Review

Cliff Asness sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2025, closing a stake of 4,370 shares — an estimated $219K sold.

Cliff Asness first reported a position in TAXF in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 91 funds tracked by Wall St. Rank hold TAXF as of Q1 2025.

  • Cliff Asness reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cliff Asness sold 4,370 American Century Diversified Municipal Bond ETF shares in Q1 2025, an estimated $219K.
  • Cliff Asness first reported a position in American Century Diversified Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Cliff Asness's American Century Diversified Municipal Bond ETF position peaked at $219K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2025.

Based on AQR Capital Management's 13F filing for Q1 2025, filed 15 May 2025.