Global Retirement Partners’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 | $21.4K | Buy |
+437
| New | +$21.4K | ﹤0.01% | 2252 |
|
|
2024
Q4 | $2.84M | Buy |
56,660
+6,639
| +13% | +$333K | 0.08% | 234 |
|
|
2024
Q3 | $2.57M | Buy |
50,021
+1,256
| +3% | +$64.6K | 0.08% | 244 |
|
|
2024
Q2 | $2.46M | Buy |
48,765
+8,364
| +21% | +$421K | 0.08% | 243 |
|
|
2024
Q1 | $2.04M | Buy |
40,401
+5,741
| +17% | +$290K | 0.08% | 236 |
|
|
2023
Q4 | $1.76M | Buy |
34,660
+1,460
| +4% | +$74.2K | 0.07% | 236 |
|
|
2023
Q3 | $1.58M | Sell |
33,200
-4,592
| -12% | -$219K | 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% | +$328K | 0.1% | 203 |
|
|
2022
Q4 | $1.53M | Buy |
31,250
+767
| +3% | +$37.5K | 0.11% | 193 |
|
|
2022
Q3 | $1.44M | Buy |
30,483
+28,232
| +1,254% | +$1.34M | 0.11% | 192 |
|
|
2022
Q2 | $112K | Sell |
2,251
-4,293
| -66% | -$214K | 0.01% | 704 |
|
|
2022
Q1 | $326K | Buy |
+6,544
| New | +$326K | 0.03% | 446 |
|
|
2021
Q4 | – | Sell |
-5,381
| Closed | -$297K | – | 1626 |
|
|
2021
Q3 | $297K | Buy |
5,381
+102
| +2% | +$5.63K | 0.03% | 397 |
|
|
2021
Q2 | $293K | Buy |
+5,279
| New | +$293K | 0.03% | 385 |
|