Jeff Yass’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Jeff Yass’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	-11,245	Closed	-$563K	–	14501
2026 Q1	$563K	Buy	11,245 +6,835	+155%	+$347K	﹤0.01%	9361
2025 Q4	$222K	Buy	+4,410	New	+$223K	﹤0.01%	10647
2025 Q3	–	Sell	-118,840	Closed	-$5.81M	–	13846
2025 Q2	$5.81M	Buy	118,840 +110,603	+1,343%	+$5.39M	﹤0.01%	3697
2025 Q1	$408K	Buy	+8,237	New	+$413K	﹤0.01%	9356
2024 Q3	–	Sell	-4,874	Closed	-$245K	–	13025
2024 Q2	$245K	Buy	+4,874	New	+$244K	﹤0.01%	9898
2022 Q2	–	Sell	-5,708	Closed	-$295K	–	13916
2022 Q1	$295K	Buy	+5,708	New	+$305K	﹤0.01%	10315
2021 Q1	–	Sell	-29,913	Closed	-$1.64M	–	12838
2020 Q4	$1.64M	Buy	29,913 +22,145	+285%	+$1.19M	﹤0.01%	5536
2020 Q3	$416K	Sell	7,768 -37,709	-83%	-$2.02M	﹤0.01%	8060
2020 Q2	$2.4M	Buy	+45,477	New	+$2.34M	﹤0.01%	4163

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

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

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 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

Jeff Yass's TAXF Position: Q2 2026 in Review

Jeff Yass sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2026, closing a stake of 11,245 shares — an estimated $563K sold.

Jeff Yass first reported a position in TAXF in Q2 2020 and held it in 9 quarters. The position peaked at $5.81M in Q2 2025. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Jeff Yass reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 11,245 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $563K.
Jeff Yass first reported a position in American Century Diversified Municipal Bond ETF in Q2 2020 and held it in 9 quarters.
Jeff Yass's American Century Diversified Municipal Bond ETF position peaked at $5.81M in Q2 2025.
113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.