Financial Advocates Investment Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,973
| Closed | -$1.63M | – | 743 |
|
|
2025
Q1 | $1.63M | Buy |
32,973
+3,905
| +13% | +$193K | 0.11% | 196 |
|
|
2024
Q4 | $1.46M | Sell |
29,068
-6,320
| -18% | -$317K | 0.08% | 224 |
|
|
2024
Q3 | $1.87M | Buy |
35,388
+3,075
| +10% | +$162K | 0.11% | 193 |
|
|
2024
Q2 | $1.63M | Buy |
32,313
+3,274
| +11% | +$165K | 0.1% | 199 |
|
|
2024
Q1 | $1.51M | Buy |
29,039
+7,737
| +36% | +$403K | 0.09% | 224 |
|
|
2023
Q4 | $1.12M | Buy |
21,302
+3,381
| +19% | +$178K | 0.07% | 261 |
|
|
2023
Q3 | $861K | Buy |
17,921
+4,410
| +33% | +$212K | 0.06% | 296 |
|
|
2023
Q2 | $676K | Buy |
13,511
+7,470
| +124% | +$373K | 0.05% | 338 |
|
|
2023
Q1 | $304K | Buy |
+6,041
| New | +$304K | 0.02% | 546 |
|