McAdam LLC’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 | $204K | Buy |
+4,160
| New | +$204K | 0.01% | 363 |
|
2025
Q1 | – | Sell |
-4,119
| Closed | -$207K | – | 381 |
|
2024
Q4 | $207K | Sell |
4,119
-250
| -6% | -$12.5K | 0.01% | 334 |
|
2024
Q3 | $225K | Sell |
4,369
-93
| -2% | -$4.78K | 0.01% | 299 |
|
2024
Q2 | $225K | Sell |
4,462
-32
| -0.7% | -$1.61K | 0.01% | 286 |
|
2024
Q1 | $227K | Sell |
4,494
-227
| -5% | -$11.5K | 0.01% | 271 |
|
2023
Q4 | $241K | Sell |
4,721
-41
| -0.9% | -$2.09K | 0.02% | 245 |
|
2023
Q3 | $228K | Buy |
4,762
+82
| +2% | +$3.93K | 0.02% | 233 |
|
2023
Q2 | $234K | Sell |
4,680
-105
| -2% | -$5.25K | 0.02% | 232 |
|
2023
Q1 | $241K | Buy |
+4,785
| New | +$241K | 0.02% | 221 |
|
2022
Q4 | – | Sell |
-6,392
| Closed | -$305K | – | 223 |
|
2022
Q3 | $305K | Sell |
6,392
-1,092
| -15% | -$52.1K | 0.03% | 163 |
|
2022
Q2 | $373K | Buy |
7,484
+1,275
| +21% | +$63.5K | 0.04% | 154 |
|
2022
Q1 | $321K | Buy |
+6,209
| New | +$321K | 0.03% | 154 |
|