GRP
TAXF icon

Global Retirement Partners’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Global Retirement Partners’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
2025
Q4 		$21.3K Hold
423
– – ﹤0.01% 2838
2025
Q3 		$21.2K Sell
423
-14
-3% -$688 ﹤0.01% 2370
2025
Q2 		$21.4K Buy
+437
New +$21.3K ﹤0.01% 2252
2024
Q4 		$2.84M Buy
56,660
+6,639
+13% +$337K 0.08% 234
2024
Q3 		$2.57M Buy
50,021
+1,256
+3% +$64K 0.08% 244
2024
Q2 		$2.46M Buy
48,765
+8,364
+21% +$419K 0.08% 243
2024
Q1 		$2.04M Buy
40,401
+5,741
+17% +$291K 0.08% 236
2023
Q4 		$1.76M Buy
34,660
+1,460
+4% +$71.3K 0.07% 236
2023
Q3 		$1.58M Sell
33,200
-4,592
-12% -$227K 0.08% 224
2023
Q2 		$1.89M Sell
37,792
-2
-0% -$100 0.09% 206
2023
Q1 		$1.89M Buy
37,794
+6,544
+21% +$327K 0.1% 203
2022
Q4 		$1.53M Buy
31,250
+767
+3% +$37.2K 0.11% 193
2022
Q3 		$1.44M Buy
30,483
+28,232
+1,254% +$1.41M 0.11% 192
2022
Q2 		$112K Sell
2,251
-4,293
-66% -$215K 0.01% 704
2022
Q1 		$326K Buy
+6,544
New +$349K 0.03% 446
2021
Q4 		– Sell
-5,381
Closed -$297K – 1623
2021
Q3 		$297K Buy
5,381
+102
+2% +$5.67K 0.03% 397
2021
Q2 		$293K Buy
+5,279
New +$292K 0.03% 385

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Retirement Partners's TAXF Position: Q4 2025 in Review

Global Retirement Partners held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q4 2025 at 423 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Global Retirement Partners first reported a position in TAXF in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.84M in Q4 2024. 98 funds tracked by Wall St. Rank hold TAXF as of Q4 2025.

  • Global Retirement Partners held 423 shares of American Century Diversified Municipal Bond ETF worth $21.3K as of Q4 2025.
  • Global Retirement Partners left its American Century Diversified Municipal Bond ETF share count unchanged in Q4 2025.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2838 holding.
  • Global Retirement Partners first reported a position in American Century Diversified Municipal Bond ETF in Q2 2021 and has held it in 17 quarters since.
  • Global Retirement Partners's American Century Diversified Municipal Bond ETF position peaked at $2.84M in Q4 2024.
  • 98 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.