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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
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 $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IFP Advisors's TAXF Position: Q1 2026 in Review

IFP Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 9.8% in Q1 2026, buying an estimated $625K and bringing the position to 138,718 shares worth $6.94M. The position accounts for 0.14% of the portfolio, ranked #159.

IFP Advisors first reported a position in TAXF in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.26M in Q2 2024. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • IFP Advisors held 138,718 shares of American Century Diversified Municipal Bond ETF worth $6.94M as of Q1 2026.
  • IFP Advisors bought 12,333 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $625K.
  • American Century Diversified Municipal Bond ETF made up 0.14% of IFP Advisors's portfolio in Q1 2026, its #159 holding.
  • IFP Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • IFP Advisors's American Century Diversified Municipal Bond ETF position peaked at $7.26M in Q2 2024.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.