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

Lodestone Wealth Management's TAXF Position: Q3 2026 in Review

Lodestone Wealth Management reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 1.3% in Q3 2026, selling an estimated $2.28K and leaving 3,369 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #203.

Lodestone Wealth Management first reported a position in TAXF in Q4 2022 and has held it in 16 quarters since. The position peaked at $695K in Q4 2022. 32 funds tracked by Wall St. Rank hold TAXF as of Q3 2026.

• Lodestone Wealth Management held 3,369 shares of American Century Diversified Municipal Bond ETF worth $160K as of Q3 2026.
• Lodestone Wealth Management sold 46 American Century Diversified Municipal Bond ETF shares in Q3 2026, an estimated $2.28K.
• American Century Diversified Municipal Bond ETF made up 0.05% of Lodestone Wealth Management's portfolio in Q3 2026, its #203 holding.
• Lodestone Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 16 quarters since.
• Lodestone Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $695K in Q4 2022.
• 32 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.