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

Mather Group’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 		$2.51M Buy
50,101
+916
+2% +$46.4K 0.03% 201
2025
Q4 		$2.48M Sell
49,185
-6,088
-11% -$307K 0.03% 179
2025
Q3 		$2.78M Sell
55,273
-1,400
-2% -$68.8K 0.03% 167
2025
Q2 		$2.77M Buy
56,673
+54,054
+2,064% +$2.63M 0.03% 160
2025
Q1 		$130K Buy
+2,619
New +$131K ﹤0.01% 698

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 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 $21.3B AUM 22.13% 1-Year Est. Return

Mather Group's TAXF Position: Q1 2026 in Review

Mather Group increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 1.9% in Q1 2026, buying an estimated $46.4K and bringing the position to 50,101 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #201.

Mather Group first reported a position in TAXF in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.78M in Q3 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Mather Group held 50,101 shares of American Century Diversified Municipal Bond ETF worth $2.51M as of Q1 2026.
  • Mather Group bought 916 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $46.4K.
  • American Century Diversified Municipal Bond ETF made up 0.03% of Mather Group's portfolio in Q1 2026, its #201 holding.
  • Mather Group first reported a position in American Century Diversified Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Mather Group's American Century Diversified Municipal Bond ETF position peaked at $2.78M in Q3 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.