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Independent Advisor Alliance’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Independent Advisor Alliance’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 		– Sell
-41,546
Closed -$2.08M – 1570
2026
Q1 		$2.08M Buy
+41,546
New +$2.11M 0.02% 549
2025
Q1 		– Sell
-33,168
Closed -$1.66M – 1312
2024
Q4 		$1.66M Buy
+33,168
New +$1.68M 0.02% 567

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

Independent Advisor Alliance's TAXF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2026, closing a stake of 41,546 shares — an estimated $2.08M sold.

Independent Advisor Alliance first reported a position in TAXF in Q4 2024 and held it in 2 quarters. The position peaked at $2.08M in Q1 2026. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Independent Advisor Alliance reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 41,546 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $2.08M.
  • Independent Advisor Alliance first reported a position in American Century Diversified Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's American Century Diversified Municipal Bond ETF position peaked at $2.08M in Q1 2026.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.