Greenup Street Wealth Management’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
2022
Q4
Sell
-5,800
Closed -$276K 89
2022
Q3
$276K Sell
5,800
-1,300
-18% -$64.9K 0.12% 72
2022
Q2
$354K Sell
7,100
-4,278
-38% -$214K 0.17% 69
2022
Q1
$588K Sell
11,378
-6,896
-38% -$368K 0.32% 57
2021
Q4
$1.01M Buy
+18,274
New +$1.01M 0.59% 45

Other funds holding TAXF

Greenup Street Wealth Management's TAXF Position: Q4 2022 in Review

Greenup Street Wealth Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q4 2022, closing a stake of 5,800 shares — an estimated $276K sold.

Greenup Street Wealth Management first reported a position in TAXF in Q4 2021 and held it in 4 quarters. The position peaked at $1.01M in Q4 2021. 61 funds tracked by Wall St. Rank hold TAXF as of Q4 2022.

  • Greenup Street Wealth Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Greenup Street Wealth Management sold 5,800 American Century Diversified Municipal Bond ETF shares in Q4 2022, an estimated $276K.
  • Greenup Street Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2021 and held it in 4 quarters.
  • Greenup Street Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $1.01M in Q4 2021.
  • 61 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2022.

Based on Greenup Street Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.