Frederick Financial Consultants’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Frederick Financial 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 Q1	$438K	Sell	8,750 -1,226	-12%	-$62.2K	0.22%	61
2025 Q4	$503K	Sell	9,976 -1,283	-11%	-$64.7K	0.28%	58
2025 Q3	$566K	Sell	11,259 -3,975	-26%	-$195K	0.32%	49
2025 Q2	$745K	Sell	15,234 -3,345	-18%	-$163K	0.46%	44
2025 Q1	$919K	Sell	18,579 -1,222	-6%	-$61.2K	0.66%	32
2024 Q4	$993K	Buy	+19,801	New	+$1M	0.79%	27

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 $900M AUM 17.81% 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

Frederick Financial Consultants's TAXF Position: Q1 2026 in Review

Frederick Financial Consultants reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 12% in Q1 2026, selling an estimated $62.2K and leaving 8,750 shares worth $438K. The position accounts for 0.22% of the portfolio, ranked #61.

Frederick Financial Consultants first reported a position in TAXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $993K in Q4 2024. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Frederick Financial Consultants held 8,750 shares of American Century Diversified Municipal Bond ETF worth $438K as of Q1 2026.
Frederick Financial Consultants sold 1,226 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $62.2K.
American Century Diversified Municipal Bond ETF made up 0.22% of Frederick Financial Consultants's portfolio in Q1 2026, its #61 holding.
Frederick Financial Consultants first reported a position in American Century Diversified Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Frederick Financial Consultants's American Century Diversified Municipal Bond ETF position peaked at $993K in Q4 2024.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.