Lodestone Wealth Management’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 | $513K | Sell |
10,490
-89
| -0.8% | -$4.36K | 0.25% | 97 |
|
|
2025
Q1 | $523K | Sell |
10,579
-296
| -3% | -$14.6K | 0.28% | 86 |
|
|
2024
Q4 | $545K | Sell |
10,875
-229
| -2% | -$11.5K | 0.27% | 86 |
|
|
2024
Q3 | $571K | Buy |
11,104
+84
| +0.8% | +$4.32K | 0.29% | 77 |
|
|
2024
Q2 | $555K | Sell |
11,020
-2,493
| -18% | -$126K | 0.29% | 82 |
|
|
2024
Q1 | $683K | Buy |
13,513
+61
| +0.5% | +$3.08K | 0.36% | 69 |
|
|
2023
Q4 | $685K | Buy |
13,452
+124
| +0.9% | +$6.32K | 0.4% | 66 |
|
|
2023
Q3 | $639K | Sell |
13,328
-234
| -2% | -$11.2K | 0.45% | 59 |
|
|
2023
Q2 | $678K | Buy |
13,562
+16
| +0.1% | +$800 | 0.46% | 59 |
|
|
2023
Q1 | $682K | Sell |
13,546
-652
| -5% | -$32.8K | 0.53% | 57 |
|
|
2022
Q4 | $695K | Buy |
+14,198
| New | +$695K | 0.56% | 56 |
|