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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
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 $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

Independent Advisor Alliance's TAXF Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q1 2026: 41,546 shares worth $2.08M. The stake represents 0.02% of the portfolio and ranks #549 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in TAXF as recently as Q4 2024.

Independent Advisor Alliance first reported a position in TAXF in Q4 2024 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Independent Advisor Alliance held 41,546 shares of American Century Diversified Municipal Bond ETF worth $2.08M as of Q1 2026.
  • American Century Diversified Municipal Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • American Century Diversified Municipal Bond ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #549 holding.
  • Independent Advisor Alliance first reported a position in American Century Diversified Municipal Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.