Lifeworks Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$48.8K | 0.11% | 141 |
|
|
2023
Q4 | $460K | Hold |
9,024
| – | – | 0.16% | 121 |
|
|
2023
Q3 | $433K | Hold |
9,024
| – | – | 0.17% | 128 |
|
|
2023
Q2 | $451K | Hold |
9,024
| – | – | 0.19% | 107 |
|
|
2023
Q1 | $454K | Buy |
+9,024
| New | +$454K | 0.21% | 107 |
|