Fidelity Investments’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Fidelity Investments’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 Q4	–	Sell	-1	Closed	-$51	–	5803
2024 Q3	$51	Hold	1	–	–	﹤0.01%	5177
2024 Q2	$50	Buy	+1	New	+$50	﹤0.01%	5053
2023 Q4	–	Sell	-1	Closed	-$48	–	5641
2023 Q3	$48	Buy	+1	New	+$49	﹤0.01%	4942
2020 Q2	–	Sell	-1	Closed	–	–	4151
2020 Q1	$0	Buy	+1	New	+$53	﹤0.01%	4246

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

Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

CCM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fidelity Investments's TAXF Position: Q4 2024 in Review

Fidelity Investments sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q4 2024, closing a stake of 1 share — an estimated $51 sold.

Fidelity Investments first reported a position in TAXF in Q1 2020 and held it in 4 quarters. The position peaked at $51 in Q3 2024. 91 funds tracked by Wall St. Rank hold TAXF as of Q4 2024.

Fidelity Investments reported no remaining American Century Diversified Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Fidelity Investments sold 1 American Century Diversified Municipal Bond ETF share in Q4 2024, an estimated $51.
Fidelity Investments first reported a position in American Century Diversified Municipal Bond ETF in Q1 2020 and held it in 4 quarters.
Fidelity Investments's American Century Diversified Municipal Bond ETF position peaked at $51 in Q3 2024.
91 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.