MFG
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Merit Financial Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Merit Financial Group’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 		$457K Buy
8,982
+11
+0.1% +$555 ﹤0.01% 1556
2026
Q1 		$449K Sell
8,971
-541
-6% -$27.4K ﹤0.01% 1431
2025
Q4 		$479K Buy
9,512
+15
+0.2% +$757 ﹤0.01% 1333
2025
Q3 		$477K Buy
9,497
+486
+5% +$23.9K ﹤0.01% 1215
2025
Q2 		$441K Buy
9,011
+586
+7% +$28.5K ﹤0.01% 1156
2025
Q1 		$417K Sell
8,425
-1,976
-19% -$99K 0.01% 1014
2024
Q4 		$521K Buy
10,401
+2,613
+34% +$132K 0.01% 715
2024
Q3 		$400K Sell
7,788
-4,996
-39% -$254K 0.01% 607
2024
Q2 		$644K Hold
12,784
– – 0.01% 522
2024
Q1 		$641K Hold
12,784
– – 0.02% 513
2023
Q4 		$651K Hold
12,784
– – 0.02% 425
2023
Q3 		$613K Sell
12,784
-729
-5% -$36K 0.02% 414
2023
Q2 		$676K Sell
13,513
-2,360
-15% -$118K 0.02% 404
2023
Q1 		$799K Sell
15,873
-169
-1% -$8.44K 0.03% 320
2022
Q4 		$785K Sell
16,042
-34,906
-69% -$1.69M 0.03% 335
2022
Q3 		$2.43M Sell
50,948
-5,330
-9% -$266K 0.11% 137
2022
Q2 		$2.81M Buy
56,278
+41,690
+286% +$2.09M 0.09% 147
2022
Q1 		$753K Hold
14,588
– – 0.05% 188
2021
Q4 		$806K Buy
14,588
+1,820
+14% +$100K 0.08% 121
2021
Q3 		$704K Buy
12,768
+3,000
+31% +$167K 0.07% 130
2021
Q2 		$543K Buy
9,768
+1,650
+20% +$91.2K 0.05% 150
2021
Q1 		$443K Buy
8,118
+2,000
+33% +$110K 0.05% 162
2020
Q4 		$334K Hold
6,118
– – 0.03% 163
2020
Q3 		$328K Hold
6,118
– – 0.03% 171
2020
Q2 		$323K Hold
6,118
– – 0.03% 160
2020
Q1 		$315K Buy
+6,118
New +$325K 0.04% 159

Other funds holding TAXF

GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Merit Financial Group's TAXF Position: Q2 2026 in Review

Merit Financial Group increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.12% in Q2 2026, buying an estimated $555 and bringing the position to 8,982 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Merit Financial Group first reported a position in TAXF in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.81M in Q2 2022. 45 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Merit Financial Group held 8,982 shares of American Century Diversified Municipal Bond ETF worth $457K as of Q2 2026.
  • Merit Financial Group bought 11 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $555.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1556 holding.
  • Merit Financial Group first reported a position in American Century Diversified Municipal Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Merit Financial Group's American Century Diversified Municipal Bond ETF position peaked at $2.81M in Q2 2022.
  • 45 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.