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IHT Wealth Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

IHT Wealth Management’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 		$3.17M Sell
62,424
-1,597
-2% -$80.6K 0.07% 293
2026
Q1 		$3.2M Buy
64,021
+907
+1% +$46K 0.07% 263
2025
Q4 		$3.18M Sell
63,114
-893
-1% -$45.1K 0.08% 258
2025
Q3 		$3.22M Sell
64,007
-4,645
-7% -$228K 0.08% 239
2025
Q2 		$3.36M Sell
68,652
-3,482
-5% -$170K 0.09% 209
2025
Q1 		$3.57M Sell
72,134
-6,063
-8% -$304K 0.11% 181
2024
Q4 		$3.92M Buy
78,197
+1,556
+2% +$78.9K 0.13% 157
2024
Q3 		$3.94M Sell
76,641
-156
-0.2% -$7.95K 0.11% 190
2024
Q2 		$3.87M Buy
76,797
+15,405
+25% +$773K 0.14% 146
2024
Q1 		$3.1M Sell
61,392
-689
-1% -$34.9K 0.12% 164
2023
Q4 		$3.16M Buy
62,081
+2,464
+4% +$120K 0.14% 148
2023
Q3 		$2.86M Buy
59,617
+2,646
+5% +$131K 0.15% 145
2023
Q2 		$2.85M Sell
56,971
-748
-1% -$37.4K 0.15% 133
2023
Q1 		$2.91M Sell
57,719
-1,843
-3% -$92K 0.17% 124
2022
Q4 		$2.91M Buy
59,562
+9,105
+18% +$442K 0.18% 122
2022
Q3 		$2.4M Buy
50,457
+1,475
+3% +$73.7K 0.18% 120
2022
Q2 		$2.44M Buy
48,982
+42,840
+697% +$2.15M 0.22% 101
2022
Q1 		$317K Buy
6,142
+1,805
+42% +$96.4K 0.02% 552
2021
Q4 		$240K Buy
4,337
+15
+0.3% +$827 0.02% 697
2021
Q3 		$238K Buy
+4,322
New +$240K 0.02% 679

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

IHT Wealth Management's TAXF Position: Q2 2026 in Review

IHT Wealth Management reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 2.5% in Q2 2026, selling an estimated $80.6K and leaving 62,424 shares worth $3.17M. The position accounts for 0.07% of the portfolio, ranked #293.

IHT Wealth Management first reported a position in TAXF in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.94M in Q3 2024. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • IHT Wealth Management held 62,424 shares of American Century Diversified Municipal Bond ETF worth $3.17M as of Q2 2026.
  • IHT Wealth Management sold 1,597 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $80.6K.
  • American Century Diversified Municipal Bond ETF made up 0.07% of IHT Wealth Management's portfolio in Q2 2026, its #293 holding.
  • IHT Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • IHT Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $3.94M in Q3 2024.
  • 112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.