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 Q3	$7.32M	Buy	154,511 +6,330	+4%	+$314K	0.13%	186
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

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors's TAXF Position: Q3 2026 in Review

IFP Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 4.3% in Q3 2026, buying an estimated $314K and bringing the position to 154,511 shares worth $7.32M. The position accounts for 0.13% of the portfolio, ranked #186.

IFP Advisors first reported a position in TAXF in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.53M in Q2 2026. 26 funds tracked by Wall St. Rank hold TAXF as of Q3 2026.

IFP Advisors held 154,511 shares of American Century Diversified Municipal Bond ETF worth $7.32M as of Q3 2026.
IFP Advisors bought 6,330 American Century Diversified Municipal Bond ETF shares in Q3 2026, an estimated $314K.
American Century Diversified Municipal Bond ETF made up 0.13% of IFP Advisors's portfolio in Q3 2026, its #186 holding.
IFP Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2021 and has held it in 20 quarters since.
IFP Advisors's American Century Diversified Municipal Bond ETF position peaked at $7.53M in Q2 2026.
26 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.