Core Wealth Advisors (Florida)’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Core Wealth Advisors (Florida)’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	$669K	Sell	13,160 -4,433	-25%	-$224K	0.13%	68
2026 Q1	$881K	Sell	17,593 -1,033	-6%	-$52.4K	0.21%	43
2025 Q4	$938K	Hold	18,626	–	–	0.24%	36
2025 Q3	$936K	Sell	18,626 -6,038	-24%	-$297K	0.24%	38
2025 Q2	$1.21M	Sell	24,664 -3,370	-12%	-$164K	0.35%	27
2025 Q1	$1.39M	Sell	28,034 -1,859	-6%	-$93.2K	0.44%	25
2024 Q4	$1.5M	Sell	29,893 -1,909	-6%	-$96.8K	0.49%	23
2024 Q3	$1.64M	Sell	31,802 -18,800	-37%	-$958K	0.52%	24
2024 Q2	$2.55M	Buy	50,602 +7,247	+17%	+$363K	0.87%	18
2024 Q1	$2.19M	Buy	43,355 +4,055	+10%	+$206K	0.74%	20
2023 Q4	$2M	Buy	39,300 +5,516	+16%	+$269K	0.74%	19
2023 Q3	$1.62M	Buy	33,784 +3,201	+10%	+$158K	0.66%	20
2023 Q2	$1.53M	Buy	30,583 +4,954	+19%	+$248K	0.61%	19
2023 Q1	$1.29M	Buy	25,629 +6,571	+34%	+$328K	0.51%	22
2022 Q4	$933K	Buy	19,058 +1,302	+7%	+$63.2K	0.41%	23
2022 Q3	$846K	Buy	17,756 +1,573	+10%	+$78.6K	0.49%	21
2022 Q2	$807K	Buy	16,183 +15,196	+1,540%	+$761K	0.5%	23
2022 Q1	$51K	Buy	+987	New	+$52.7K	0.03%	77

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

Core Wealth Advisors (Florida)'s TAXF Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 25% in Q2 2026, selling an estimated $224K and leaving 13,160 shares worth $669K. The position accounts for 0.13% of the portfolio, ranked #68.

Core Wealth Advisors (Florida) first reported a position in TAXF in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.55M in Q2 2024. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Core Wealth Advisors (Florida) held 13,160 shares of American Century Diversified Municipal Bond ETF worth $669K as of Q2 2026.
Core Wealth Advisors (Florida) sold 4,433 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $224K.
American Century Diversified Municipal Bond ETF made up 0.13% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #68 holding.
Core Wealth Advisors (Florida) first reported a position in American Century Diversified Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
Core Wealth Advisors (Florida)'s American Century Diversified Municipal Bond ETF position peaked at $2.55M in Q2 2024.
113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.