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Foundations Investment Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Foundations Investment Advisors’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 		$1.14M Buy
22,843
+4,008
+21% +$203K 0.01% 491
2025
Q4 		$949K Buy
18,835
+8,132
+76% +$410K 0.01% 526
2025
Q3 		$538K Buy
10,703
+1,532
+17% +$75.3K 0.01% 632
2025
Q2 		$449K Buy
9,171
+2,967
+48% +$145K 0.01% 618
2025
Q1 		$307K Buy
6,204
+800
+15% +$40.1K 0.01% 707
2024
Q4 		$271K Sell
5,404
-118
-2% -$5.98K 0.01% 682
2024
Q3 		$284K Buy
5,522
+602
+12% +$30.7K 0.01% 653
2024
Q2 		$248K Buy
+4,920
New +$247K 0.01% 657

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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

Foundations Investment Advisors's TAXF Position: Q1 2026 in Review

Foundations Investment Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 21% in Q1 2026, buying an estimated $203K and bringing the position to 22,843 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #491.

Foundations Investment Advisors first reported a position in TAXF in Q2 2024 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Foundations Investment Advisors held 22,843 shares of American Century Diversified Municipal Bond ETF worth $1.14M as of Q1 2026.
  • Foundations Investment Advisors bought 4,008 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $203K.
  • American Century Diversified Municipal Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #491 holding.
  • Foundations Investment Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.