First Affirmative Financial Network’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

First Affirmative Financial Network’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	$5.9M	Buy	+117,918	New	+$5.98M	2.29%	7
2025 Q3	$974K	Buy	19,392 +5,488	+39%	+$270K	0.46%	39
2025 Q2	$680K	Sell	13,904 -24	-0.2%	-$1.17K	0.35%	66
2025 Q1	$689K	Buy	13,928 +2,099	+18%	+$105K	0.42%	58
2024 Q4	$593K	Sell	11,829 -403	-3%	-$20.4K	0.34%	71
2024 Q3	$629K	Buy	12,232 +527	+5%	+$26.8K	0.34%	73
2024 Q2	$589K	Sell	11,705 -102	-0.9%	-$5.12K	0.41%	57
2024 Q1	$597K	Buy	11,807 +863	+8%	+$43.8K	0.44%	54
2023 Q4	$558K	Buy	10,944 +327	+3%	+$16K	0.45%	54
2023 Q3	$509K	Sell	10,617 -375	-3%	-$18.5K	0.5%	51
2023 Q2	$550K	Sell	10,992 -22	-0.2%	-$1.1K	0.55%	41
2023 Q1	$555K	Sell	11,014 -163	-1%	-$8.13K	0.64%	33
2022 Q4	$547K	Sell	11,177 -1,505	-12%	-$73K	0.66%	28
2022 Q3	$605K	Sell	12,682 -3,244	-20%	-$162K	0.77%	21
2022 Q2	$794K	Sell	15,926 -503	-3%	-$25.2K	0.9%	19
2022 Q1	$848K	Buy	16,429 +5,182	+46%	+$277K	0.81%	24
2021 Q4	$621K	Buy	11,247 +1,318	+13%	+$72.7K	0.57%	40
2021 Q3	$547K	Buy	+9,929	New	+$552K	0.56%	42

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

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 $21.3B AUM 22.13% 1-Year Est. Return

First Affirmative Financial Network's TAXF Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q1 2026: 117,918 shares worth $5.9M. The stake represents 2.29% of the portfolio and ranks #7 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in TAXF as recently as Q3 2025.

First Affirmative Financial Network first reported a position in TAXF in Q3 2021 and has held it in 18 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

First Affirmative Financial Network held 117,918 shares of American Century Diversified Municipal Bond ETF worth $5.9M as of Q1 2026.
American Century Diversified Municipal Bond ETF was a new First Affirmative Financial Network position in Q1 2026.
American Century Diversified Municipal Bond ETF made up 2.29% of First Affirmative Financial Network's portfolio in Q1 2026, its #7 holding.
First Affirmative Financial Network first reported a position in American Century Diversified Municipal Bond ETF in Q3 2021 and has held it in 18 quarters since.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.