Geneos Wealth Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.9K | Sell |
1,450
-1,704
| -54% | -$83.4K | ﹤0.01% | 1404 |
|
|
2025
Q1 | $156K | Buy |
3,154
+1,704
| +118% | +$84.3K | ﹤0.01% | 1339 |
|
|
2024
Q4 | $72.7K | Hold |
1,450
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q3 | $74.6K | Hold |
1,450
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q2 | $73K | Hold |
1,450
| – | – | ﹤0.01% | 954 |
|
|
2024
Q1 | $73.3K | Buy |
1,450
+1,215
| +517% | +$61.4K | ﹤0.01% | 945 |
|
|
2023
Q4 | $12K | Hold |
235
| – | – | ﹤0.01% | 1506 |
|
|
2023
Q3 | $11.3K | Hold |
235
| – | – | ﹤0.01% | 1534 |
|
|
2023
Q2 | $11.8K | Hold |
235
| – | – | ﹤0.01% | 1532 |
|
|
2023
Q1 | $11.8K | Buy |
+235
| New | +$11.8K | ﹤0.01% | 1504 |
|