IHT Wealth Management’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 | $3.36M | Sell |
68,652
-3,482
| -5% | -$170K | 0.09% | 209 |
|
|
2025
Q1 | $3.57M | Sell |
72,134
-6,063
| -8% | -$300K | 0.11% | 181 |
|
|
2024
Q4 | $3.92M | Buy |
78,197
+1,556
| +2% | +$78K | 0.13% | 157 |
|
|
2024
Q3 | $3.94M | Sell |
76,641
-156
| -0.2% | -$8.02K | 0.11% | 190 |
|
|
2024
Q2 | $3.87M | Buy |
76,797
+15,405
| +25% | +$776K | 0.14% | 146 |
|
|
2024
Q1 | $3.1M | Sell |
61,392
-689
| -1% | -$34.8K | 0.12% | 164 |
|
|
2023
Q4 | $3.16M | Buy |
62,081
+2,464
| +4% | +$126K | 0.14% | 148 |
|
|
2023
Q3 | $2.86M | Buy |
59,617
+2,646
| +5% | +$127K | 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% | -$92.8K | 0.17% | 124 |
|
|
2022
Q4 | $2.91M | Buy |
59,562
+9,105
| +18% | +$446K | 0.18% | 122 |
|
|
2022
Q3 | $2.41M | Buy |
50,457
+1,475
| +3% | +$70.3K | 0.18% | 120 |
|
|
2022
Q2 | $2.44M | Buy |
48,982
+42,840
| +697% | +$2.13M | 0.22% | 101 |
|
|
2022
Q1 | $317K | Buy |
6,142
+1,805
| +42% | +$93.2K | 0.02% | 552 |
|
|
2021
Q4 | $240K | Buy |
4,337
+15
| +0.3% | +$830 | 0.02% | 697 |
|
|
2021
Q3 | $238K | Buy |
+4,322
| New | +$238K | 0.02% | 679 |
|