Morgan Stanley
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Morgan Stanley’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Morgan Stanley’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 		$23.2M Buy
457,043
+72,220
+19% +$3.64M ﹤0.01% 2960
2026
Q1 		$19.3M Sell
384,823
-37,500
-9% -$1.9M ﹤0.01% 2998
2025
Q4 		$21.3M Buy
422,323
+60,425
+17% +$3.05M ﹤0.01% 2882
2025
Q3 		$18.2M Sell
361,898
-16,639
-4% -$818K ﹤0.01% 2971
2025
Q2 		$18.5M Sell
378,537
-34,462
-8% -$1.68M ﹤0.01% 2893
2025
Q1 		$20.4M Sell
412,999
-99
-0% -$4.96K ﹤0.01% 2676
2024
Q4 		$20.7M Buy
413,098
+58,693
+17% +$2.98M ﹤0.01% 2719
2024
Q3 		$18.2M Buy
354,405
+94,645
+36% +$4.82M ﹤0.01% 2892
2024
Q2 		$13.1M Buy
259,760
+36,857
+17% +$1.85M ﹤0.01% 3100
2024
Q1 		$11.3M Buy
222,903
+91,909
+70% +$4.66M ﹤0.01% 3253
2023
Q4 		$6.68M Buy
130,994
+4,744
+4% +$232K ﹤0.01% 3684
2023
Q3 		$6.05M Buy
126,250
+18,983
+18% +$938K ﹤0.01% 3583
2023
Q2 		$5.36M Sell
107,267
-13,618
-11% -$681K ﹤0.01% 3719
2023
Q1 		$6.09M Buy
120,885
+6,506
+6% +$325K ﹤0.01% 3615
2022
Q4 		$5.6M Buy
114,379
+25,041
+28% +$1.21M ﹤0.01% 3651
2022
Q3 		$4.26M Buy
89,338
+41,477
+87% +$2.07M ﹤0.01% 3823
2022
Q2 		$2.38M Buy
47,861
+22,659
+90% +$1.14M ﹤0.01% 4394
2022
Q1 		$1.3M Sell
25,202
-3,447
-12% -$184K ﹤0.01% 4814
2021
Q4 		$1.58M Buy
28,649
+6,356
+29% +$350K ﹤0.01% 4751
2021
Q3 		$1.23M Buy
22,293
+4,154
+23% +$231K ﹤0.01% 4910
2021
Q2 		$1.01M Buy
18,139
+1,527
+9% +$84.4K ﹤0.01% 5074
2021
Q1 		$907K Sell
16,612
-14,668
-47% -$804K ﹤0.01% 4790
2020
Q4 		$1.71M Buy
31,280
+13,323
+74% +$717K ﹤0.01% 4283
2020
Q3 		$962K Sell
17,957
-8
-0% -$429 ﹤0.01% 4237
2020
Q2 		$949K Buy
17,965
+12,080
+205% +$622K ﹤0.01% 4218
2020
Q1 		$303K Buy
+5,885
New +$313K ﹤0.01% 4659

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Ameriprise
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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley's TAXF Position: Q2 2026 in Review

Morgan Stanley increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 19% in Q2 2026, buying an estimated $3.64M and bringing the position to 457,043 shares worth $23.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Morgan Stanley first reported a position in TAXF in Q1 2020 and has held it in 26 quarters since. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Morgan Stanley held 457,043 shares of American Century Diversified Municipal Bond ETF worth $23.2M as of Q2 2026.
  • Morgan Stanley bought 72,220 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $3.64M.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2960 holding.
  • Morgan Stanley first reported a position in American Century Diversified Municipal Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.