GA
Goldstein Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Sell |
412,014
-19,352
| -4% | -$947K | 2.71% | 11 |
|
|
2025
Q1 | $21.3M | Buy |
431,366
+11,527
| +3% | +$570K | 3.12% | 10 |
|
|
2024
Q4 | $21.1M | Buy |
419,839
+36,910
| +10% | +$1.85M | 3.06% | 10 |
|
|
2024
Q3 | $19.7M | Buy |
382,929
+20,135
| +6% | +$1.04M | 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% | +$719K | 2.95% | 11 |
|
|
2023
Q4 | $16.7M | Buy |
327,683
+7,199
| +2% | +$367K | 2.82% | 10 |
|
|
2023
Q3 | $15.4M | Buy |
320,484
+21,753
| +7% | +$1.04M | 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% | +$511K | 3.17% | 8 |
|
|
2022
Q4 | $13.5M | Buy |
+276,022
| New | +$13.5M | 3.27% | 9 |
|