IFP Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Buy |
131,549
+21,812
| +20% | +$1.07M | 0.18% | 117 |
|
|
2025
Q1 | $5.43M | Buy |
109,737
+4,711
| +4% | +$233K | 0.17% | 130 |
|
|
2024
Q4 | $5.27M | Buy |
105,026
+569
| +0.5% | +$28.5K | 0.17% | 131 |
|
|
2024
Q3 | $5.37M | Sell |
104,457
-39,782
| -28% | -$2.05M | 0.19% | 113 |
|
|
2024
Q2 | $7.26M | Buy |
144,239
+35,110
| +32% | +$1.77M | 0.29% | 71 |
|
|
2024
Q1 | $5.52M | Buy |
109,129
+14,135
| +15% | +$715K | 0.24% | 92 |
|
|
2023
Q4 | $4.84M | Buy |
94,994
+57,742
| +155% | +$2.94M | 0.23% | 94 |
|
|
2023
Q3 | $1.79M | Buy |
37,252
+27,998
| +303% | +$1.34M | 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% | +$26.9K | 0.01% | 902 |
|
|
2022
Q3 | $467K | Buy |
9,348
+1,972
| +27% | +$98.5K | 0.01% | 965 |
|
|
2022
Q2 | $369K | Hold |
7,376
| – | – | 0.01% | 981 |
|
|
2022
Q1 | $369K | Buy |
7,376
+7,010
| +1,915% | +$351K | 0.01% | 981 |
|
|
2021
Q4 | $20K | Buy |
+366
| New | +$20K | ﹤0.01% | 1918 |
|