Goldstein Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Goldstein Advisors’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 Q3	$20.8M	Buy	439,195 +2,726	+0.6%	+$135K	1.84%	12
2026 Q2	$22.2M	Buy	436,469 +15,529	+4%	+$784K	2.03%	13
2026 Q1	$21.1M	Buy	420,940 +8,829	+2%	+$448K	2.34%	13
2025 Q4	$20.8M	Buy	412,111 +14,382	+4%	+$726K	2.37%	13
2025 Q3	$20M	Sell	397,729 -14,285	-3%	-$702K	2.43%	11
2025 Q2	$20.2M	Sell	412,014 -19,352	-4%	-$943K	2.71%	11
2025 Q1	$21.3M	Buy	431,366 +11,527	+3%	+$578K	3.12%	10
2024 Q4	$21.1M	Buy	419,839 +36,910	+10%	+$1.87M	3.06%	10
2024 Q3	$19.7M	Buy	382,929 +20,135	+6%	+$1.03M	2.99%	10
2024 Q2	$18.3M	Buy	362,794 +20,890	+6%	+$1.05M	3.06%	11
2024 Q1	$17.3M	Buy	341,904 +14,221	+4%	+$721K	2.95%	11
2023 Q4	$16.7M	Buy	327,683 +7,199	+2%	+$352K	2.82%	10
2023 Q3	$15.4M	Buy	320,484 +21,753	+7%	+$1.07M	3.21%	10
2023 Q2	$14.9M	Buy	298,731 +12,565	+4%	+$628K	3.13%	10
2023 Q1	$14.4M	Buy	286,166 +10,144	+4%	+$506K	3.17%	8
2022 Q4	$13.5M	Buy	+276,022	New	+$13.4M	3.27%	9

Other funds holding TAXF

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Goldstein Advisors's TAXF Position: Q3 2026 in Review

Goldstein Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.62% in Q3 2026, buying an estimated $135K and bringing the position to 439,195 shares worth $20.8M. The position accounts for 1.84% of the portfolio, ranked #12.

Goldstein Advisors first reported a position in TAXF in Q4 2022 and has held it in 16 quarters since. The position peaked at $22.2M in Q2 2026. 26 funds tracked by Wall St. Rank hold TAXF as of Q3 2026.

Goldstein Advisors held 439,195 shares of American Century Diversified Municipal Bond ETF worth $20.8M as of Q3 2026.
Goldstein Advisors bought 2,726 American Century Diversified Municipal Bond ETF shares in Q3 2026, an estimated $135K.
American Century Diversified Municipal Bond ETF made up 1.84% of Goldstein Advisors's portfolio in Q3 2026, its #12 holding.
Goldstein Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 16 quarters since.
Goldstein Advisors's American Century Diversified Municipal Bond ETF position peaked at $22.2M in Q2 2026.
26 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.