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

IFP Advisors’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 		$7.53M Buy
148,181
+9,463
+7% +$478K 0.14% 172
2026
Q1 		$6.94M Buy
138,718
+12,333
+10% +$625K 0.14% 159
2025
Q4 		$6.37M Sell
126,385
-1,736
-1% -$87.6K 0.14% 148
2025
Q3 		$6.44M Sell
128,121
-3,428
-3% -$169K 0.17% 126
2025
Q2 		$6.44M Buy
131,549
+21,812
+20% +$1.06M 0.18% 117
2025
Q1 		$5.43M Buy
109,737
+4,711
+4% +$236K 0.17% 130
2024
Q4 		$5.27M Buy
105,026
+569
+0.5% +$28.8K 0.17% 131
2024
Q3 		$5.37M Sell
104,457
-39,782
-28% -$2.03M 0.19% 113
2024
Q2 		$7.26M Buy
144,239
+35,110
+32% +$1.76M 0.29% 71
2024
Q1 		$5.52M Buy
109,129
+14,135
+15% +$717K 0.24% 92
2023
Q4 		$4.84M Buy
94,994
+57,742
+155% +$2.82M 0.23% 94
2023
Q3 		$1.79M Buy
37,252
+27,998
+303% +$1.38M 0.08% 261
2023
Q2 		$463K Buy
9,254
+2,178
+31% +$109K 0.02% 684
2023
Q1 		$354K Sell
7,076
-2,808
-28% -$140K 0.02% 710
2022
Q4 		$496K Buy
9,884
+536
+6% +$26K 0.01% 902
2022
Q3 		$467K Buy
9,348
+1,972
+27% +$98.5K 0.01% 964
2022
Q2 		$369K Hold
7,376
– – 0.01% 980
2022
Q1 		$369K Buy
7,376
+7,010
+1,915% +$374K 0.01% 980
2021
Q4 		$20K Buy
+366
New +$20.2K ﹤0.01% 1952

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

IFP Advisors's TAXF Position: Q2 2026 in Review

IFP Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 6.8% in Q2 2026, buying an estimated $478K and bringing the position to 148,181 shares worth $7.53M. The position accounts for 0.14% of the portfolio, ranked #172.

IFP Advisors first reported a position in TAXF in Q4 2021 and has held it in 19 quarters since. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • IFP Advisors held 148,181 shares of American Century Diversified Municipal Bond ETF worth $7.53M as of Q2 2026.
  • IFP Advisors bought 9,463 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $478K.
  • American Century Diversified Municipal Bond ETF made up 0.14% of IFP Advisors's portfolio in Q2 2026, its #172 holding.
  • IFP Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.