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 Q3	$2.11M	Buy	44,562 +15,729	+55%	+$780K	0.02%	264
2026 Q2	$1.47M	Sell	28,833 -21,268	-42%	-$1.07M	0.01%	314
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

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

GAM

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $133M AUM

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Mather Group's TAXF Position: Q3 2026 in Review

Mather Group increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 55% in Q3 2026, buying an estimated $780K and bringing the position to 44,562 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #264.

Mather Group first reported a position in TAXF in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.78M in Q3 2025. 17 funds tracked by Wall St. Rank hold TAXF as of Q3 2026.

Mather Group held 44,562 shares of American Century Diversified Municipal Bond ETF worth $2.11M as of Q3 2026.
Mather Group bought 15,729 American Century Diversified Municipal Bond ETF shares in Q3 2026, an estimated $780K.
American Century Diversified Municipal Bond ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #264 holding.
Mather Group first reported a position in American Century Diversified Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Mather Group's American Century Diversified Municipal Bond ETF position peaked at $2.78M in Q3 2025.
17 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.