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Midwestern Financial’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Midwestern Financial’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 		$1.17M Sell
23,379
-1,824
-7% -$92.5K 0.92% 29
2025
Q4 		$1.27M Buy
25,203
+128
+0.5% +$6.46K 1.05% 28
2025
Q3 		$1.26M Sell
25,075
-80
-0.3% -$3.93K 1.08% 27
2025
Q2 		$1.23M Buy
+25,155
New +$1.23M 1.15% 26

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

Midwestern Financial's TAXF Position: Q1 2026 in Review

Midwestern Financial reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 7.2% in Q1 2026, selling an estimated $92.5K and leaving 23,379 shares worth $1.17M. The position accounts for 0.92% of the portfolio, ranked #29.

Midwestern Financial first reported a position in TAXF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Midwestern Financial held 23,379 shares of American Century Diversified Municipal Bond ETF worth $1.17M as of Q1 2026.
  • Midwestern Financial sold 1,824 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $92.5K.
  • American Century Diversified Municipal Bond ETF made up 0.92% of Midwestern Financial's portfolio in Q1 2026, its #29 holding.
  • Midwestern Financial first reported a position in American Century Diversified Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwestern Financial's American Century Diversified Municipal Bond ETF position peaked at $1.27M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.