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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
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 $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

IHT Wealth Management's TAXF Position: Q1 2026 in Review

IHT Wealth Management increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 1.4% in Q1 2026, buying an estimated $46K and bringing the position to 64,021 shares worth $3.2M. The position accounts for 0.07% of the portfolio, ranked #263.

IHT Wealth Management first reported a position in TAXF in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.94M in Q3 2024. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • IHT Wealth Management held 64,021 shares of American Century Diversified Municipal Bond ETF worth $3.2M as of Q1 2026.
  • IHT Wealth Management bought 907 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $46K.
  • American Century Diversified Municipal Bond ETF made up 0.07% of IHT Wealth Management's portfolio in Q1 2026, its #263 holding.
  • IHT Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • IHT Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $3.94M in Q3 2024.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.