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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Goldstein Advisors's TAXF Position: Q2 2026 in Review

Goldstein Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 3.7% in Q2 2026, buying an estimated $784K and bringing the position to 436,469 shares worth $22.2M. The position accounts for 2.03% of the portfolio, ranked #13.

Goldstein Advisors first reported a position in TAXF in Q4 2022 and has held it in 15 quarters since. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Goldstein Advisors held 436,469 shares of American Century Diversified Municipal Bond ETF worth $22.2M as of Q2 2026.
Goldstein Advisors bought 15,529 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $784K.
American Century Diversified Municipal Bond ETF made up 2.03% of Goldstein Advisors's portfolio in Q2 2026, its #13 holding.
Goldstein Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.