First Heartland Consultants’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

First Heartland Consultants’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	$1.4M	Sell	27,520 -23,400	-46%	-$1.18M	0.09%	179
2026 Q1	$2.55M	Buy	+50,920	New	+$2.58M	0.2%	101
2023 Q4	–	Sell	-4,531	Closed	-$217K	–	382
2023 Q3	$217K	Hold	4,531	–	–	0.03%	350
2023 Q2	$227K	Hold	4,531	–	–	0.03%	337
2023 Q1	$228K	Sell	4,531 -177	-4%	-$8.83K	0.03%	324
2022 Q4	$230K	Hold	4,708	–	–	0.04%	327
2022 Q3	$224K	Hold	4,708	–	–	0.02%	313
2022 Q2	$234K	Hold	4,708	–	–	0.04%	299
2022 Q1	$243K	Hold	4,708	–	–	0.04%	298
2021 Q4	$260K	Buy	+4,708	New	+$260K	0.01%	304

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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 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

First Heartland Consultants's TAXF Position: Q2 2026 in Review

First Heartland Consultants reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 46% in Q2 2026, selling an estimated $1.18M and leaving 27,520 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #179.

First Heartland Consultants first reported a position in TAXF in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.55M in Q1 2026. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

First Heartland Consultants held 27,520 shares of American Century Diversified Municipal Bond ETF worth $1.4M as of Q2 2026.
First Heartland Consultants sold 23,400 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $1.18M.
American Century Diversified Municipal Bond ETF made up 0.09% of First Heartland Consultants's portfolio in Q2 2026, its #179 holding.
First Heartland Consultants first reported a position in American Century Diversified Municipal Bond ETF in Q4 2021 and has held it in 10 quarters since.
First Heartland Consultants's American Century Diversified Municipal Bond ETF position peaked at $2.55M in Q1 2026.
113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.