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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Goldstein Advisors's TAXF Position: Q1 2026 in Review

Goldstein Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 2.1% in Q1 2026, buying an estimated $448K and bringing the position to 420,940 shares worth $21.1M. The position accounts for 2.34% of the portfolio, ranked #13.

Goldstein Advisors first reported a position in TAXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.3M in Q1 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Goldstein Advisors held 420,940 shares of American Century Diversified Municipal Bond ETF worth $21.1M as of Q1 2026.
  • Goldstein Advisors bought 8,829 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $448K.
  • American Century Diversified Municipal Bond ETF made up 2.34% of Goldstein Advisors's portfolio in Q1 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 14 quarters since.
  • Goldstein Advisors's American Century Diversified Municipal Bond ETF position peaked at $21.3M in Q1 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.