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

Lodestone Wealth Management's TAXF Position: Q2 2026 in Review

Lodestone Wealth Management reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 63% in Q2 2026, selling an estimated $292K and leaving 3,415 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #192.

Lodestone Wealth Management first reported a position in TAXF in Q4 2022 and has held it in 15 quarters since. The position peaked at $695K in Q4 2022. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

• Lodestone Wealth Management held 3,415 shares of American Century Diversified Municipal Bond ETF worth $174K as of Q2 2026.
• Lodestone Wealth Management sold 5,782 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $292K.
• American Century Diversified Municipal Bond ETF made up 0.06% of Lodestone Wealth Management's portfolio in Q2 2026, its #192 holding.
• Lodestone Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
• Lodestone Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $695K in Q4 2022.
• 112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.