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Impact Partnership Wealth’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-145
Closed -$6.95K – 1073
2023
Q3 		$6.95K Buy
+145
New +$7.16K ﹤0.01% 650

Other funds holding TAXF

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Impact Partnership Wealth's TAXF Position: Q4 2023 in Review

Impact Partnership Wealth sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q4 2023, closing a stake of 145 shares — an estimated $6.95K sold.

Impact Partnership Wealth first reported a position in TAXF in Q3 2023 and held it in 1 quarter. The position peaked at $6.95K in Q3 2023. 79 funds tracked by Wall St. Rank hold TAXF as of Q4 2023.

  • Impact Partnership Wealth reported no remaining American Century Diversified Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 145 American Century Diversified Municipal Bond ETF shares in Q4 2023, an estimated $6.95K.
  • Impact Partnership Wealth first reported a position in American Century Diversified Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's American Century Diversified Municipal Bond ETF position peaked at $6.95K in Q3 2023.
  • 79 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.