JC
TAXE

JB Capital’s Intermediate Municipal Income ETF TAXE Stock Holding History

JB Capital’s Portfolio TAXE Stock Details TAXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$314K Buy
+6,189
New +$319K 0.01% 213

Other funds holding TAXE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JB Capital's TAXE Position: Q1 2026 in Review

JB Capital opened a new position in Intermediate Municipal Income ETF (TAXE) in Q1 2026: 6,189 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings.

21 funds tracked by Wall St. Rank hold TAXE as of Q1 2026.

  • JB Capital held 6,189 shares of Intermediate Municipal Income ETF worth $314K as of Q1 2026.
  • Intermediate Municipal Income ETF was a new JB Capital position in Q1 2026.
  • Intermediate Municipal Income ETF made up 0.01% of JB Capital's portfolio in Q1 2026, its #213 holding.
  • 21 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.