LPL Financial’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 | $32.6M | Buy |
667,146
+116,216
| +21% | +$5.69M | 0.01% | 972 |
|
|
2025
Q1 | $27.3M | Sell |
550,930
-4,756
| -0.9% | -$235K | 0.01% | 970 |
|
|
2024
Q4 | $27.9M | Buy |
555,686
+51,311
| +10% | +$2.57M | 0.01% | 910 |
|
|
2024
Q3 | $25.9M | Buy |
504,375
+103,945
| +26% | +$5.34M | 0.01% | 905 |
|
|
2024
Q2 | $20.2M | Buy |
400,430
+3,159
| +0.8% | +$159K | 0.01% | 969 |
|
|
2024
Q1 | $20.1M | Buy |
397,271
+35,090
| +10% | +$1.77M | 0.01% | 942 |
|
|
2023
Q4 | $18.5M | Buy |
362,181
+11,905
| +3% | +$607K | 0.01% | 916 |
|
|
2023
Q3 | $16.8M | Buy |
350,276
+34,702
| +11% | +$1.66M | 0.01% | 877 |
|
|
2023
Q2 | $15.8M | Buy |
315,574
+28,471
| +10% | +$1.42M | 0.01% | 894 |
|
|
2023
Q1 | $14.5M | Buy |
287,103
+6,283
| +2% | +$316K | 0.01% | 901 |
|
|
2022
Q4 | $13.7M | Sell |
280,820
-24,808
| -8% | -$1.21M | 0.01% | 859 |
|
|
2022
Q3 | $14.6M | Sell |
305,628
-6,948
| -2% | -$331K | 0.01% | 779 |
|
|
2022
Q2 | $15.6M | Buy |
312,576
+187,195
| +149% | +$9.33M | 0.01% | 737 |
|
|
2022
Q1 | $6.47M | Sell |
125,381
-5,334
| -4% | -$275K | 0.01% | 1281 |
|
|
2021
Q4 | $7.22M | Buy |
130,715
+37,838
| +41% | +$2.09M | 0.01% | 1212 |
|
|
2021
Q3 | $5.12M | Buy |
92,877
+19,164
| +26% | +$1.06M | ﹤0.01% | 1370 |
|
|
2021
Q2 | $4.09M | Buy |
73,713
+11,256
| +18% | +$625K | ﹤0.01% | 1483 |
|
|
2021
Q1 | $3.41M | Buy |
62,457
+11,413
| +22% | +$623K | ﹤0.01% | 1476 |
|
|
2020
Q4 | $2.79M | Buy |
51,044
+6,829
| +15% | +$373K | ﹤0.01% | 1461 |
|
|
2020
Q3 | $2.37M | Buy |
44,215
+5,338
| +14% | +$286K | ﹤0.01% | 1362 |
|
|
2020
Q2 | $2.06M | Buy |
38,877
+3,540
| +10% | +$187K | ﹤0.01% | 1335 |
|
|
2020
Q1 | $1.82M | Sell |
35,337
-8,179
| -19% | -$421K | ﹤0.01% | 1245 |
|
|
2019
Q4 | $2.3M | Buy |
43,516
+8,967
| +26% | +$475K | ﹤0.01% | 1262 |
|
|
2019
Q3 | $1.83M | Buy |
+34,549
| New | +$1.83M | ﹤0.01% | 1320 |
|