Melone Private Wealth’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Melone Private Wealth’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 Q2	$1.41M	Buy	27,646 +3,152	+13%	+$159K	0.54%	34
2026 Q1	$1.23M	Buy	24,494 +8,194	+50%	+$415K	0.5%	35
2025 Q4	$821K	Buy	16,300 +7,424	+84%	+$375K	0.35%	39
2025 Q3	$446K	Buy	+8,876	New	+$436K	0.2%	45

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Melone Private Wealth's TAXF Position: Q2 2026 in Review

Melone Private Wealth increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 13% in Q2 2026, buying an estimated $159K and bringing the position to 27,646 shares worth $1.41M. The position accounts for 0.54% of the portfolio, ranked #34.

Melone Private Wealth first reported a position in TAXF in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Melone Private Wealth held 27,646 shares of American Century Diversified Municipal Bond ETF worth $1.41M as of Q2 2026.
Melone Private Wealth bought 3,152 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $159K.
American Century Diversified Municipal Bond ETF made up 0.54% of Melone Private Wealth's portfolio in Q2 2026, its #34 holding.
Melone Private Wealth first reported a position in American Century Diversified Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.