IIM
TAXE

IFC & Insurance Marketing’s Intermediate Municipal Income ETF TAXE Stock Holding History

IFC & Insurance Marketing’s Portfolio TAXE Stock Details TAXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-414
Closed -$21K – 739
2025
Q4 		$21K Buy
+414
New +$21.2K 0.02% 276

Other funds holding TAXE

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T. Rowe Price Associates
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IFC & Insurance Marketing's TAXE Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Intermediate Municipal Income ETF (TAXE) in Q1 2026, closing a stake of 414 shares — an estimated $21K sold.

IFC & Insurance Marketing first reported a position in TAXE in Q4 2025 and held it in 1 quarter. The position peaked at $21K in Q4 2025. 21 funds tracked by Wall St. Rank hold TAXE as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Intermediate Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 414 Intermediate Municipal Income ETF shares in Q1 2026, an estimated $21K.
  • IFC & Insurance Marketing first reported a position in Intermediate Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Intermediate Municipal Income ETF position peaked at $21K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.