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 Q2	$1.18M	Sell	23,160 -219	-0.9%	-$11.1K	0.82%	31
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 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

Midwestern Financial's TAXF Position: Q2 2026 in Review

Midwestern Financial reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.94% in Q2 2026, selling an estimated $11.1K and leaving 23,160 shares worth $1.18M. The position accounts for 0.82% of the portfolio, ranked #31.

Midwestern Financial first reported a position in TAXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.27M in Q4 2025. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Midwestern Financial held 23,160 shares of American Century Diversified Municipal Bond ETF worth $1.18M as of Q2 2026.
Midwestern Financial sold 219 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $11.1K.
American Century Diversified Municipal Bond ETF made up 0.82% of Midwestern Financial's portfolio in Q2 2026, its #31 holding.
Midwestern Financial first reported a position in American Century Diversified Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Midwestern Financial's American Century Diversified Municipal Bond ETF position peaked at $1.27M in Q4 2025.
112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.