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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
Q2 		$1.27M Buy
24,958
+2,115
+9% +$107K 0.01% 513
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 $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Ameriprise
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
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

Foundations Investment Advisors's TAXF Position: Q2 2026 in Review

Foundations Investment Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 9.3% in Q2 2026, buying an estimated $107K and bringing the position to 24,958 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #513.

Foundations Investment Advisors first reported a position in TAXF in Q2 2024 and has held it in 9 quarters since. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Foundations Investment Advisors held 24,958 shares of American Century Diversified Municipal Bond ETF worth $1.27M as of Q2 2026.
  • Foundations Investment Advisors bought 2,115 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $107K.
  • American Century Diversified Municipal Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #513 holding.
  • Foundations Investment Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.