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
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 Sell
222,903
-39,085
-15% -$1.98M ﹤0.01% 3253
2023
Q4 		$13.4M Buy
261,988
+135,738
+108% +$6.63M ﹤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 $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
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
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM

Morgan Stanley's TAXF Position: Q1 2026 in Review

Morgan Stanley reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 8.9% in Q1 2026, selling an estimated $1.9M and leaving 384,823 shares worth $19.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

Morgan Stanley first reported a position in TAXF in Q1 2020 and has held it in 25 quarters since. The position peaked at $21.3M in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Morgan Stanley held 384,823 shares of American Century Diversified Municipal Bond ETF worth $19.3M as of Q1 2026.
  • Morgan Stanley sold 37,500 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $1.9M.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2998 holding.
  • Morgan Stanley first reported a position in American Century Diversified Municipal Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Morgan Stanley's American Century Diversified Municipal Bond ETF position peaked at $21.3M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.