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Henderson Brothers Financial Partners’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Henderson Brothers Financial Partners’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 		$4.91M Sell
96,635
-87,696
-48% -$4.43M 2.33% 10
2026
Q1 		$9.23M Buy
+184,331
New +$9.35M 2.34% 12
2025
Q1 		$4.29M Buy
+85,214
New +$4.27M 2.15% 14

Other funds holding TAXF

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
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
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

Henderson Brothers Financial Partners's TAXF Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 48% in Q2 2026, selling an estimated $4.43M and leaving 96,635 shares worth $4.91M. The position accounts for 2.33% of the portfolio, ranked #10.

Henderson Brothers Financial Partners first reported a position in TAXF in Q1 2025 and has held it in 3 quarters since. The position peaked at $9.23M in Q1 2026. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Henderson Brothers Financial Partners held 96,635 shares of American Century Diversified Municipal Bond ETF worth $4.91M as of Q2 2026.
  • Henderson Brothers Financial Partners sold 87,696 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $4.43M.
  • American Century Diversified Municipal Bond ETF made up 2.33% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #10 holding.
  • Henderson Brothers Financial Partners first reported a position in American Century Diversified Municipal Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's American Century Diversified Municipal Bond ETF position peaked at $9.23M in Q1 2026.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.