GKWIM
TAXF icon

Gerber Kawasaki Wealth & Investment Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$719K Buy
14,140
+1,348
+11% +$68K 0.02% 203
2026
Q1 		$640K Sell
12,792
-1,248
-9% -$63.3K 0.02% 195
2025
Q4 		$707K Sell
14,040
-607
-4% -$30.6K 0.02% 179
2025
Q3 		$736K Buy
14,647
+1,617
+12% +$79.5K 0.03% 178
2025
Q2 		$638K Sell
13,030
-325
-2% -$15.8K 0.02% 181
2025
Q1 		$661K Buy
13,355
+674
+5% +$33.8K 0.03% 168
2024
Q4 		$636K Buy
12,681
+767
+6% +$38.9K 0.03% 166
2024
Q3 		$613K Buy
11,914
+571
+5% +$29.1K 0.03% 166
2024
Q2 		$571K Buy
11,343
+163
+1% +$8.17K 0.03% 160
2024
Q1 		$565K Buy
11,180
+973
+10% +$49.3K 0.03% 161
2023
Q4 		$520K Buy
+10,207
New +$499K 0.03% 159
2023
Q2 		– Sell
-10,465
Closed -$527K – 277
2023
Q1 		$527K Sell
10,465
-1,249
-11% -$62.3K 0.04% 163
2022
Q4 		$573K Buy
+11,714
New +$568K 0.05% 159

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's TAXF Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 11% in Q2 2026, buying an estimated $68K and bringing the position to 14,140 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #203.

Gerber Kawasaki Wealth & Investment Management first reported a position in TAXF in Q4 2022 and has held it in 13 quarters since. The position peaked at $736K in Q3 2025. 82 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 14,140 shares of American Century Diversified Municipal Bond ETF worth $719K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 1,348 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $68K.
  • American Century Diversified Municipal Bond ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #203 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's American Century Diversified Municipal Bond ETF position peaked at $736K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.