Gerber Kawasaki Wealth & Investment 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 | $638K | Sell |
13,030
-325
| -2% | -$15.9K | 0.02% | 181 |
|
|
2025
Q1 | $661K | Buy |
13,355
+674
| +5% | +$33.4K | 0.03% | 168 |
|
|
2024
Q4 | $636K | Buy |
12,681
+767
| +6% | +$38.5K | 0.03% | 166 |
|
|
2024
Q3 | $613K | Buy |
11,914
+571
| +5% | +$29.4K | 0.03% | 166 |
|
|
2024
Q2 | $571K | Buy |
11,343
+163
| +1% | +$8.21K | 0.03% | 160 |
|
|
2024
Q1 | $565K | Buy |
11,180
+973
| +10% | +$49.2K | 0.03% | 161 |
|
|
2023
Q4 | $520K | Buy |
+10,207
| New | +$520K | 0.03% | 159 |
|
|
2023
Q2 | – | Sell |
-10,465
| Closed | -$527K | – | 271 |
|
|
2023
Q1 | $527K | Sell |
10,465
-1,249
| -11% | -$62.9K | 0.04% | 163 |
|
|
2022
Q4 | $573K | Buy |
+11,714
| New | +$573K | 0.05% | 159 |
|