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

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

CWM

Clearview Wealth Management Irvine, California $156M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 16 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.
16 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.