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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
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

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

McAdam LLC's TAXF Position: Q1 2026 in Review

McAdam LLC sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2026, closing a stake of 4,028 shares — an estimated $203K sold.

McAdam LLC first reported a position in TAXF in Q1 2022 and held it in 14 quarters. The position peaked at $373K in Q2 2022. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • McAdam LLC reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • McAdam LLC sold 4,028 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $203K.
  • McAdam LLC first reported a position in American Century Diversified Municipal Bond ETF in Q1 2022 and held it in 14 quarters.
  • McAdam LLC's American Century Diversified Municipal Bond ETF position peaked at $373K in Q2 2022.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.