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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
2026
Q2 		$21.5K Buy
+423
New +$21.3K ﹤0.01% 3013
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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Global Retirement Partners's TAXF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q2 2026: 423 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #3013 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TAXF as recently as Q4 2025.

Global Retirement Partners first reported a position in TAXF in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.84M in Q4 2024. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Global Retirement Partners held 423 shares of American Century Diversified Municipal Bond ETF worth $21.5K as of Q2 2026.
  • American Century Diversified Municipal Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3013 holding.
  • Global Retirement Partners first reported a position in American Century Diversified Municipal Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Global Retirement Partners's American Century Diversified Municipal Bond ETF position peaked at $2.84M in Q4 2024.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.