Investment Advisory Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Investment Advisory Group’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	$225K	Hold	4,500	–	–	0.06%	181
2025 Q4	$227K	Buy	+4,500	New	+$227K	0.06%	177
2023 Q3	–	Sell	-4,000	Closed	-$200K	–	152
2023 Q2	$200K	Hold	4,000	–	–	0.1%	143
2023 Q1	$201K	Buy	+4,000	New	+$200K	0.12%	132
2022 Q3	–	Sell	-4,000	Closed	-$200K	–	130
2022 Q2	$200K	Hold	4,000	–	–	0.14%	121
2022 Q1	$206K	Hold	4,000	–	–	0.13%	124
2021 Q4	$214K	Buy	+4,000	New	+$221K	0.14%	116

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Investment Advisory Group's TAXF Position: Q1 2026 in Review

Investment Advisory Group held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q1 2026 at 4,500 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #181.

Investment Advisory Group first reported a position in TAXF in Q4 2021 and has held it in 7 quarters since. The position peaked at $227K in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Investment Advisory Group held 4,500 shares of American Century Diversified Municipal Bond ETF worth $225K as of Q1 2026.
Investment Advisory Group left its American Century Diversified Municipal Bond ETF share count unchanged in Q1 2026.
American Century Diversified Municipal Bond ETF made up 0.06% of Investment Advisory Group's portfolio in Q1 2026, its #181 holding.
Investment Advisory Group first reported a position in American Century Diversified Municipal Bond ETF in Q4 2021 and has held it in 7 quarters since.
Investment Advisory Group's American Century Diversified Municipal Bond ETF position peaked at $227K in Q4 2025.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.