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 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 $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

Lifeworks Advisors's TAXF Position: Q1 2026 in Review

Lifeworks Advisors held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q1 2026 at 8,059 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #219.

Lifeworks Advisors first reported a position in TAXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $460K in Q4 2023. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Lifeworks Advisors held 8,059 shares of American Century Diversified Municipal Bond ETF worth $403K as of Q1 2026.
Lifeworks Advisors left its American Century Diversified Municipal Bond ETF share count unchanged in Q1 2026.
American Century Diversified Municipal Bond ETF made up 0.05% of Lifeworks Advisors's portfolio in Q1 2026, its #219 holding.
Lifeworks Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
Lifeworks Advisors's American Century Diversified Municipal Bond ETF position peaked at $460K in Q4 2023.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.