Envestnet Asset Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Envestnet Asset 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	$115M	Buy	2,300,509 +105,836	+5%	+$5.37M	0.03%	487
2025 Q4	$111M	Buy	2,194,673 +59,860	+3%	+$3.02M	0.03%	473
2025 Q3	$107M	Buy	2,134,813 +1,744	+0.1%	+$85.7K	0.03%	484
2025 Q2	$104M	Buy	2,133,069 +252,701	+13%	+$12.3M	0.03%	476
2025 Q1	$93M	Sell	1,880,368 -64,703	-3%	-$3.24M	0.03%	490
2024 Q4	$97.5M	Sell	1,945,071 -61,181	-3%	-$3.1M	0.03%	469
2024 Q3	$103M	Buy	2,006,252 +70,300	+4%	+$3.58M	0.03%	460
2024 Q2	$97.5M	Buy	1,935,952 +159,410	+9%	+$7.99M	0.03%	462
2024 Q1	$89.8M	Buy	1,776,542 +130,058	+8%	+$6.6M	0.03%	466
2023 Q4	$83.9M	Buy	1,646,484 +233,497	+17%	+$11.4M	0.03%	455
2023 Q3	$67.8M	Buy	1,412,987 +224,498	+19%	+$11.1M	0.03%	475
2023 Q2	$59.4M	Buy	1,188,489 +152,687	+15%	+$7.63M	0.03%	485
2023 Q1	$52.2M	Buy	1,035,802 +90,054	+10%	+$4.49M	0.03%	487
2022 Q4	$46.3M	Buy	945,748 +215,995	+30%	+$10.5M	0.02%	504
2022 Q3	$34.8M	Buy	729,753 +180,633	+33%	+$9.02M	0.02%	550
2022 Q2	$27.4M	Buy	549,120 +123,133	+29%	+$6.17M	0.02%	643
2022 Q1	$22M	Buy	425,987 +68,376	+19%	+$3.65M	0.01%	807
2021 Q4	$19.8M	Buy	357,611 +74,616	+26%	+$4.11M	0.01%	849
2021 Q3	$15.6M	Buy	282,995 +50,578	+22%	+$2.81M	0.01%	917
2021 Q2	$12.9M	Buy	232,417 +96,617	+71%	+$5.34M	0.01%	992
2021 Q1	$7.42M	Buy	135,800 +106,354	+361%	+$5.83M	﹤0.01%	1211
2020 Q4	$1.61M	Buy	29,446 +16,246	+123%	+$875K	﹤0.01%	1892
2020 Q3	$707K	Buy	+13,200	New	+$707K	﹤0.01%	2253

Other funds holding TAXF

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

HBFP

Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM

Envestnet Asset Management's TAXF Position: Q1 2026 in Review

Envestnet Asset Management increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 4.8% in Q1 2026, buying an estimated $5.37M and bringing the position to 2,300,509 shares worth $115M. The position accounts for 0.03% of the portfolio, ranked #487.

Envestnet Asset Management first reported a position in TAXF in Q3 2020 and has held it in 23 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Envestnet Asset Management held 2,300,509 shares of American Century Diversified Municipal Bond ETF worth $115M as of Q1 2026.
Envestnet Asset Management bought 105,836 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $5.37M.
American Century Diversified Municipal Bond ETF made up 0.03% of Envestnet Asset Management's portfolio in Q1 2026, its #487 holding.
Envestnet Asset Management first reported a position in American Century Diversified Municipal Bond ETF in Q3 2020 and has held it in 23 quarters since.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.