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Legacy Financial Strategies’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Legacy Financial Strategies’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 		$355K Hold
7,086
– – 0.06% 98
2025
Q4 		$357K Buy
7,086
+1,996
+39% +$101K 0.06% 90
2025
Q3 		$256K Buy
+5,090
New +$250K 0.05% 119

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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

Legacy Financial Strategies's TAXF Position: Q1 2026 in Review

Legacy Financial Strategies held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q1 2026 at 7,086 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #98.

Legacy Financial Strategies first reported a position in TAXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $357K in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Legacy Financial Strategies held 7,086 shares of American Century Diversified Municipal Bond ETF worth $355K as of Q1 2026.
  • Legacy Financial Strategies 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 Legacy Financial Strategies's portfolio in Q1 2026, its #98 holding.
  • Legacy Financial Strategies first reported a position in American Century Diversified Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Legacy Financial Strategies's American Century Diversified Municipal Bond ETF position peaked at $357K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Legacy Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.