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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
Q2 		– Sell
-7,086
Closed -$355K – 159
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 $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Ameriprise
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
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

Legacy Financial Strategies's TAXF Position: Q2 2026 in Review

Legacy Financial Strategies sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2026, closing a stake of 7,086 shares — an estimated $355K sold.

Legacy Financial Strategies first reported a position in TAXF in Q3 2025 and held it in 3 quarters. The position peaked at $357K in Q4 2025. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Legacy Financial Strategies reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Strategies sold 7,086 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $355K.
  • Legacy Financial Strategies first reported a position in American Century Diversified Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
  • Legacy Financial Strategies's American Century Diversified Municipal Bond ETF position peaked at $357K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.