Landmark Wealth Management (New York)’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Landmark Wealth Management (New York)’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	$2.6M	Buy	51,941 +9,749	+23%	+$494K	0.7%	33
2025 Q4	$2.13M	Buy	42,192 +5,233	+14%	+$264K	0.81%	33
2025 Q3	$1.86M	Buy	36,959 +7,139	+24%	+$351K	0.74%	37
2025 Q2	$1.46M	Sell	29,820 -26,583	-47%	-$1.3M	0.62%	39
2025 Q1	$2.79M	Sell	56,403 -808	-1%	-$40.5K	1.23%	24
2024 Q4	$2.87M	Buy	57,211 +1,692	+3%	+$85.8K	1.27%	24
2024 Q3	$2.85M	Buy	55,519 +226	+0.4%	+$11.5K	1.24%	25
2024 Q2	$2.79M	Buy	55,293 +5,050	+10%	+$253K	2.17%	15
2024 Q1	$2.54M	Buy	50,243 +2,280	+5%	+$116K	1.18%	25
2023 Q4	$2.44M	Buy	47,963 +13,554	+39%	+$662K	1.2%	25
2023 Q3	$1.65M	Buy	+34,409	New	+$1.7M	0.94%	29
2023 Q2	–	Sell	-37,265	Closed	-$1.88M	–	62
2023 Q1	$1.88M	Buy	37,265 +11,562	+45%	+$577K	1.04%	26
2022 Q4	$1.26M	Sell	25,703 -3,139	-11%	-$152K	0.91%	32
2022 Q3	$1.38M	Buy	+28,842	New	+$1.44M	1.04%	25
2022 Q2	–	Sell	-63,716	Closed	-$1.68M	–	159
2022 Q1	$1.68M	Buy	63,716 +42,215	+196%	+$2.25M	0.88%	28
2021 Q4	$1K	Buy	+21,501	New	+$1.19M	0.58%	36

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

Landmark Wealth Management (New York)'s TAXF Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 23% in Q1 2026, buying an estimated $494K and bringing the position to 51,941 shares worth $2.6M. The position accounts for 0.7% of the portfolio, ranked #33.

Landmark Wealth Management (New York) first reported a position in TAXF in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.87M in Q4 2024. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Landmark Wealth Management (New York) held 51,941 shares of American Century Diversified Municipal Bond ETF worth $2.6M as of Q1 2026.
Landmark Wealth Management (New York) bought 9,749 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $494K.
American Century Diversified Municipal Bond ETF made up 0.7% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #33 holding.
Landmark Wealth Management (New York) first reported a position in American Century Diversified Municipal Bond ETF in Q4 2021 and has held it in 16 quarters since.
Landmark Wealth Management (New York)'s American Century Diversified Municipal Bond ETF position peaked at $2.87M in Q4 2024.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.