Envestnet Asset Management
TAXF icon

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
Q2 		$124M Buy
2,446,137
+145,628
+6% +$7.35M 0.03% 493
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Asset Management's TAXF Position: Q2 2026 in Review

Envestnet Asset Management increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 6.3% in Q2 2026, buying an estimated $7.35M and bringing the position to 2,446,137 shares worth $124M. The position accounts for 0.03% of the portfolio, ranked #493.

Envestnet Asset Management first reported a position in TAXF in Q3 2020 and has held it in 24 quarters since. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Envestnet Asset Management held 2,446,137 shares of American Century Diversified Municipal Bond ETF worth $124M as of Q2 2026.
  • Envestnet Asset Management bought 145,628 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $7.35M.
  • American Century Diversified Municipal Bond ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #493 holding.
  • Envestnet Asset Management first reported a position in American Century Diversified Municipal Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.