Lifeworks Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Lifeworks Advisors’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	$378K	Sell	7,439 -620	-8%	-$31.3K	0.04%	239
2026 Q1	$403K	Hold	8,059	–	–	0.05%	219
2025 Q4	$406K	Hold	8,059	–	–	0.05%	232
2025 Q3	$405K	Hold	8,059	–	–	0.05%	228
2025 Q2	$394K	Hold	8,059	–	–	0.06%	225
2025 Q1	$399K	Hold	8,059	–	–	0.07%	210
2024 Q4	$404K	Hold	8,059	–	–	0.07%	195
2024 Q3	$414K	Hold	8,059	–	–	0.08%	187
2024 Q2	$406K	Hold	8,059	–	–	0.11%	146
2024 Q1	$407K	Sell	8,059 -965	-11%	-$48.9K	0.11%	141
2023 Q4	$460K	Hold	9,024	–	–	0.16%	121
2023 Q3	$433K	Hold	9,024	–	–	0.17%	129
2023 Q2	$451K	Hold	9,024	–	–	0.19%	107
2023 Q1	$454K	Buy	+9,024	New	+$450K	0.21%	108

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

Lifeworks Advisors's TAXF Position: Q2 2026 in Review

Lifeworks Advisors reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 7.7% in Q2 2026, selling an estimated $31.3K and leaving 7,439 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #239.

Lifeworks Advisors first reported a position in TAXF in Q1 2023 and has held it in 14 quarters since. The position peaked at $460K in Q4 2023. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Lifeworks Advisors held 7,439 shares of American Century Diversified Municipal Bond ETF worth $378K as of Q2 2026.
Lifeworks Advisors sold 620 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $31.3K.
American Century Diversified Municipal Bond ETF made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #239 holding.
Lifeworks Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
Lifeworks Advisors's American Century Diversified Municipal Bond ETF position peaked at $460K in Q4 2023.
112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.