LPL Financial
TAXF icon

LPL Financial’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

LPL Financial’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 		$32.7M Buy
653,570
+4,388
+0.7% +$222K 0.01% 1135
2025
Q4 		$32.7M Buy
649,182
+28,876
+5% +$1.46M 0.01% 1092
2025
Q3 		$31.2M Sell
620,306
-46,840
-7% -$2.3M 0.01% 1091
2025
Q2 		$32.6M Buy
667,146
+116,216
+21% +$5.66M 0.01% 974
2025
Q1 		$27.3M Sell
550,930
-4,756
-0.9% -$238K 0.01% 972
2024
Q4 		$27.9M Buy
555,686
+51,311
+10% +$2.6M 0.01% 912
2024
Q3 		$25.9M Buy
504,375
+103,945
+26% +$5.29M 0.01% 907
2024
Q2 		$20.2M Buy
400,430
+3,159
+0.8% +$158K 0.01% 972
2024
Q1 		$20.1M Buy
397,271
+35,090
+10% +$1.78M 0.01% 944
2023
Q4 		$18.5M Buy
362,181
+11,905
+3% +$581K 0.01% 919
2023
Q3 		$16.8M Buy
350,276
+34,702
+11% +$1.71M 0.01% 879
2023
Q2 		$15.8M Buy
315,574
+28,471
+10% +$1.42M 0.01% 896
2023
Q1 		$14.5M Buy
287,103
+6,283
+2% +$314K 0.01% 903
2022
Q4 		$13.7M Sell
280,820
-24,808
-8% -$1.2M 0.01% 861
2022
Q3 		$14.6M Sell
305,628
-6,948
-2% -$347K 0.01% 781
2022
Q2 		$15.6M Buy
312,576
+187,195
+149% +$9.38M 0.01% 738
2022
Q1 		$6.47M Sell
125,381
-5,334
-4% -$285K 0.01% 1284
2021
Q4 		$7.22M Buy
130,715
+37,838
+41% +$2.09M 0.01% 1214
2021
Q3 		$5.12M Buy
92,877
+19,164
+26% +$1.07M ﹤0.01% 1373
2021
Q2 		$4.09M Buy
73,713
+11,256
+18% +$622K ﹤0.01% 1486
2021
Q1 		$3.41M Buy
62,457
+11,413
+22% +$626K ﹤0.01% 1478
2020
Q4 		$2.79M Buy
51,044
+6,829
+15% +$368K ﹤0.01% 1465
2020
Q3 		$2.37M Buy
44,215
+5,338
+14% +$286K ﹤0.01% 1366
2020
Q2 		$2.06M Buy
38,877
+3,540
+10% +$182K ﹤0.01% 1337
2020
Q1 		$1.82M Sell
35,337
-8,179
-19% -$435K ﹤0.01% 1247
2019
Q4 		$2.3M Buy
43,516
+8,967
+26% +$474K ﹤0.01% 1264
2019
Q3 		$1.83M Buy
+34,549
New +$1.82M ﹤0.01% 1322

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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 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 $21.8B AUM 28.57% 1-Year Est. Return
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM

LPL Financial's TAXF Position: Q1 2026 in Review

LPL Financial increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.68% in Q1 2026, buying an estimated $222K and bringing the position to 653,570 shares worth $32.7M. The position accounts for 0.01% of the portfolio, ranked #1135.

LPL Financial first reported a position in TAXF in Q3 2019 and has held it in 27 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • LPL Financial held 653,570 shares of American Century Diversified Municipal Bond ETF worth $32.7M as of Q1 2026.
  • LPL Financial bought 4,388 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $222K.
  • American Century Diversified Municipal Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1135 holding.
  • LPL Financial first reported a position in American Century Diversified Municipal Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.