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

Mariner’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	$1.54M	Sell	30,701 -10,503	-25%	-$532K	﹤0.01%	1674
2025 Q4	$2.08M	Buy	41,204 +8,930	+28%	+$451K	﹤0.01%	1485
2025 Q3	$1.62M	Buy	32,274 +893	+3%	+$43.9K	﹤0.01%	1566
2025 Q2	$1.54M	Buy	31,381 +2,217	+8%	+$108K	﹤0.01%	1504
2025 Q1	$1.44M	Buy	29,164 +131	+0.5%	+$6.57K	﹤0.01%	1428
2024 Q4	$1.46M	Sell	29,033 -45	-0.2%	-$2.28K	﹤0.01%	1394
2024 Q3	$1.5M	Sell	29,078 -119	-0.4%	-$6.06K	﹤0.01%	1348
2024 Q2	$1.47M	Buy	29,197 +468	+2%	+$23.5K	﹤0.01%	1273
2024 Q1	$1.45M	Buy	28,729 +605	+2%	+$30.7K	﹤0.01%	1277
2023 Q4	$1.43M	Sell	28,124 -254	-0.9%	-$12.4K	﹤0.01%	1215
2023 Q3	$1.36M	Buy	28,378 +737	+3%	+$36.4K	﹤0.01%	1165
2023 Q2	$1.38M	Buy	27,641 +6,138	+29%	+$307K	﹤0.01%	1126
2023 Q1	$1.08M	Buy	21,503 +1,816	+9%	+$90.6K	﹤0.01%	1227
2022 Q4	$963K	Buy	+19,687	New	+$955K	﹤0.01%	1262

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Mariner's TAXF Position: Q1 2026 in Review

Mariner reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 25% in Q1 2026, selling an estimated $532K and leaving 30,701 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Mariner first reported a position in TAXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Mariner held 30,701 shares of American Century Diversified Municipal Bond ETF worth $1.54M as of Q1 2026.
Mariner sold 10,503 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $532K.
American Century Diversified Municipal Bond ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1674 holding.
Mariner first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
Mariner's American Century Diversified Municipal Bond ETF position peaked at $2.08M in Q4 2025.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.