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Lodestone Wealth Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Lodestone Wealth Management’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 		$460K Sell
9,197
-187
-2% -$9.48K 0.18% 112
2025
Q4 		$473K Sell
9,384
-163
-2% -$8.22K 0.19% 109
2025
Q3 		$480K Sell
9,547
-943
-9% -$46.4K 0.22% 104
2025
Q2 		$513K Sell
10,490
-89
-0.8% -$4.34K 0.25% 97
2025
Q1 		$523K Sell
10,579
-296
-3% -$14.8K 0.28% 86
2024
Q4 		$545K Sell
10,875
-229
-2% -$11.6K 0.27% 86
2024
Q3 		$571K Buy
11,104
+84
+0.8% +$4.28K 0.29% 77
2024
Q2 		$555K Sell
11,020
-2,493
-18% -$125K 0.29% 82
2024
Q1 		$683K Buy
13,513
+61
+0.5% +$3.09K 0.36% 69
2023
Q4 		$685K Buy
13,452
+124
+0.9% +$6.06K 0.4% 66
2023
Q3 		$639K Sell
13,328
-234
-2% -$11.6K 0.45% 59
2023
Q2 		$678K Buy
13,562
+16
+0.1% +$800 0.46% 59
2023
Q1 		$682K Sell
13,546
-652
-5% -$32.5K 0.53% 57
2022
Q4 		$695K Buy
+14,198
New +$689K 0.56% 56

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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

Lodestone Wealth Management's TAXF Position: Q1 2026 in Review

Lodestone Wealth Management reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 2% in Q1 2026, selling an estimated $9.48K and leaving 9,197 shares worth $460K. The position accounts for 0.18% of the portfolio, ranked #112.

Lodestone Wealth Management first reported a position in TAXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $695K in Q4 2022. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Lodestone Wealth Management held 9,197 shares of American Century Diversified Municipal Bond ETF worth $460K as of Q1 2026.
  • Lodestone Wealth Management sold 187 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $9.48K.
  • American Century Diversified Municipal Bond ETF made up 0.18% of Lodestone Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Lodestone Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Lodestone Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $695K in Q4 2022.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.