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

Concurrent Investment 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
2026
Q1 		$225K Buy
+4,500
New +$228K ﹤0.01% 1678

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Concurrent Investment Advisors's TAXF Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q1 2026: 4,500 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1678 among its holdings.

105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Concurrent Investment Advisors held 4,500 shares of American Century Diversified Municipal Bond ETF worth $225K as of Q1 2026.
  • American Century Diversified Municipal Bond ETF was a new Concurrent Investment Advisors position in Q1 2026.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1678 holding.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.