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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
2025
Q1
$1.39M Sell
2024
Q4
$1.5M Sell
2024
Q3
$1.64M Sell
2024
Q2
$2.55M Buy
2024
Q1
$2.19M Buy
2023
Q4
$2M Buy
2023
Q3
$1.62M Buy
2023
Q2
$1.53M Buy
2023
Q1
$1.29M Buy
2022
Q4
$933K Buy
2022
Q3
$846K Buy
2022
Q2
$807K Buy
2022
Q1
$51K Buy