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 Q3	$407K	Buy	8,412 +16	+0.2%	+$804	0.01%	185
2026 Q2	$431K	Buy	8,396 +2,207	+36%	+$113K	0.01%	192
2026 Q1	$314K	Buy	+6,189	New	+$319K	0.01%	213

Other funds holding TAXE

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

JB Capital's TAXE Position: Q3 2026 in Review

JB Capital increased its Intermediate Municipal Income ETF (TAXE) stake by 0.19% in Q3 2026, buying an estimated $804 and bringing the position to 8,412 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #185.

JB Capital first reported a position in TAXE in Q1 2026 and has held it in 3 quarters since. The position peaked at $431K in Q2 2026. 4 funds tracked by Wall St. Rank hold TAXE as of Q3 2026.

JB Capital held 8,412 shares of Intermediate Municipal Income ETF worth $407K as of Q3 2026.
JB Capital bought 16 Intermediate Municipal Income ETF shares in Q3 2026, an estimated $804.
Intermediate Municipal Income ETF made up 0.01% of JB Capital's portfolio in Q3 2026, its #185 holding.
JB Capital first reported a position in Intermediate Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
JB Capital's Intermediate Municipal Income ETF position peaked at $431K in Q2 2026.
4 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.