Condor Capital Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Condor Capital 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 Q1	$8.87M	Buy	177,142 +9,057	+5%	+$459K	0.74%	34
2025 Q4	$8.47M	Buy	168,085 +1,667	+1%	+$84.1K	0.69%	34
2025 Q3	$8.36M	Buy	166,418 +2,341	+1%	+$115K	0.69%	32
2025 Q2	$8.03M	Buy	164,077 +947	+0.6%	+$46.1K	0.7%	35
2025 Q1	$8.07M	Buy	163,130 +5,952	+4%	+$298K	0.75%	33
2024 Q4	$7.88M	Buy	157,178 +3,746	+2%	+$190K	0.69%	33
2024 Q3	$7.89M	Buy	153,432 +9,626	+7%	+$490K	0.71%	32
2024 Q2	$7.24M	Buy	143,806 +7,047	+5%	+$353K	0.69%	34
2024 Q1	$6.91M	Buy	136,759 +75,160	+122%	+$3.81M	0.68%	36
2023 Q4	$3.14M	Sell	61,599 -70,910	-54%	-$3.46M	0.34%	71
2023 Q3	$6.35M	Buy	132,509 +11,065	+9%	+$547K	0.78%	30
2023 Q2	$6.07M	Buy	121,444 +62,817	+107%	+$3.14M	0.73%	32
2023 Q1	$2.95M	Buy	58,627 +17,665	+43%	+$882K	0.37%	59
2022 Q4	$2M	Buy	40,962 +22,136	+118%	+$1.07M	0.25%	91
2022 Q3	$897K	Buy	+18,826	New	+$940K	0.12%	136
2022 Q2	–	Sell	-56,301	Closed	-$2.91M	–	465
2022 Q1	$2.91M	Buy	56,301 +707	+1%	+$37.8K	0.32%	72
2021 Q4	$3.07M	Buy	55,594 +15,826	+40%	+$873K	0.33%	74
2021 Q3	$2.19M	Buy	39,768 +15,645	+65%	+$870K	0.23%	99
2021 Q2	$1.34M	Buy	+24,123	New	+$1.33M	0.15%	122

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Condor Capital Management's TAXF Position: Q1 2026 in Review

Condor Capital Management increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 5.4% in Q1 2026, buying an estimated $459K and bringing the position to 177,142 shares worth $8.87M. The position accounts for 0.74% of the portfolio, ranked #34.

Condor Capital Management first reported a position in TAXF in Q2 2021 and has held it in 19 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Condor Capital Management held 177,142 shares of American Century Diversified Municipal Bond ETF worth $8.87M as of Q1 2026.
Condor Capital Management bought 9,057 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $459K.
American Century Diversified Municipal Bond ETF made up 0.74% of Condor Capital Management's portfolio in Q1 2026, its #34 holding.
Condor Capital Management first reported a position in American Century Diversified Municipal Bond ETF in Q2 2021 and has held it in 19 quarters since.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Condor Capital Management's 13F filing for Q1 2026, filed 11 May 2026.