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

McAdam LLC’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 		$5.92M Buy
+125,031
New +$6.2M 0.22% 48
2026
Q1 		– Sell
-4,028
Closed -$203K – 470
2025
Q4 		$203K Sell
4,028
-111
-3% -$5.6K 0.01% 404
2025
Q3 		$208K Sell
4,139
-21
-0.5% -$1.03K 0.01% 381
2025
Q2 		$204K Buy
+4,160
New +$203K 0.01% 363
2025
Q1 		– Sell
-4,119
Closed -$207K – 385
2024
Q4 		$207K Sell
4,119
-250
-6% -$12.7K 0.01% 334
2024
Q3 		$225K Sell
4,369
-93
-2% -$4.74K 0.01% 299
2024
Q2 		$225K Sell
4,462
-32
-0.7% -$1.6K 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% -$2K 0.02% 245
2023
Q3 		$228K Buy
4,762
+82
+2% +$4.05K 0.02% 233
2023
Q2 		$234K Sell
4,680
-105
-2% -$5.25K 0.02% 232
2023
Q1 		$241K Buy
+4,785
New +$239K 0.02% 221
2022
Q4 		– Sell
-6,392
Closed -$305K – 224
2022
Q3 		$305K Sell
6,392
-1,092
-15% -$54.6K 0.03% 163
2022
Q2 		$373K Buy
7,484
+1,275
+21% +$63.9K 0.04% 154
2022
Q1 		$321K Buy
+6,209
New +$332K 0.03% 154

Other funds holding TAXF

Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GEM Asset Management
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

McAdam LLC's TAXF Position: Q3 2026 in Review

McAdam LLC opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q3 2026: 125,031 shares worth $5.92M. The stake represents 0.22% of the portfolio and ranks #48 among its holdings. This is a return to the name: McAdam LLC previously reported a position in TAXF as recently as Q4 2025.

McAdam LLC first reported a position in TAXF in Q1 2022 and has held it in 15 quarters since. 27 funds tracked by Wall St. Rank hold TAXF as of Q3 2026.

  • McAdam LLC held 125,031 shares of American Century Diversified Municipal Bond ETF worth $5.92M as of Q3 2026.
  • American Century Diversified Municipal Bond ETF was a new McAdam LLC position in Q3 2026.
  • American Century Diversified Municipal Bond ETF made up 0.22% of McAdam LLC's portfolio in Q3 2026, its #48 holding.
  • McAdam LLC first reported a position in American Century Diversified Municipal Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 27 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.