CRA Financial Services’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

CRA Financial Services’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
2024 Q2	–	Sell	-6,246	Closed	-$316K	–	257
2024 Q1	$316K	Buy	6,246 +75	+1%	+$3.8K	0.07%	170
2023 Q4	$314K	Sell	6,171 -210	-3%	-$10.3K	0.08%	159
2023 Q3	$306K	Sell	6,381 -800	-11%	-$39.5K	0.08%	147
2023 Q2	$359K	Sell	7,181 -640	-8%	-$32K	0.1%	132
2023 Q1	$394K	Sell	7,821 -2,000	-20%	-$99.8K	0.12%	127
2022 Q4	$481K	Sell	9,821 -3,250	-25%	-$158K	0.16%	107
2022 Q3	$623K	Buy	13,071 +4,181	+47%	+$209K	0.22%	87
2022 Q2	$443K	Buy	+8,890	New	+$445K	0.15%	115

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

CRA Financial Services's TAXF Position: Q2 2024 in Review

CRA Financial Services sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2024, closing a stake of 6,246 shares — an estimated $316K sold.

CRA Financial Services first reported a position in TAXF in Q2 2022 and held it in 8 quarters. The position peaked at $623K in Q3 2022. 78 funds tracked by Wall St. Rank hold TAXF as of Q2 2024.

CRA Financial Services reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
CRA Financial Services sold 6,246 American Century Diversified Municipal Bond ETF shares in Q2 2024, an estimated $316K.
CRA Financial Services first reported a position in American Century Diversified Municipal Bond ETF in Q2 2022 and held it in 8 quarters.
CRA Financial Services's American Century Diversified Municipal Bond ETF position peaked at $623K in Q3 2022.
78 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2024.

Based on CRA Financial Services's 13F filing for Q2 2024, filed 12 Jul 2024.