Firestone Capital Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Firestone Capital 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
2024 Q1	–	Sell	-5,215	Closed	-$266K	–	148
2023 Q4	$266K	Hold	5,215	–	–	0.08%	105
2023 Q3	$250K	Hold	5,215	–	–	0.09%	106
2023 Q2	$261K	Hold	5,215	–	–	0.09%	101
2023 Q1	$263K	Hold	5,215	–	–	0.09%	93
2022 Q4	$255K	Buy	+5,215	New	+$253K	0.09%	94

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

OIA

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

PAG

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

CCM

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Firestone Capital Management's TAXF Position: Q1 2024 in Review

Firestone Capital Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2024, closing a stake of 5,215 shares — an estimated $266K sold.

Firestone Capital Management first reported a position in TAXF in Q4 2022 and held it in 5 quarters. The position peaked at $266K in Q4 2023. 79 funds tracked by Wall St. Rank hold TAXF as of Q1 2024.

Firestone Capital Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Firestone Capital Management sold 5,215 American Century Diversified Municipal Bond ETF shares in Q1 2024, an estimated $266K.
Firestone Capital Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and held it in 5 quarters.
Firestone Capital Management's American Century Diversified Municipal Bond ETF position peaked at $266K in Q4 2023.
79 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2024.

Based on Firestone Capital Management's 13F filing for Q1 2024, filed 7 May 2024.