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Mutual Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Mutual Advisors’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 		$1.78M Buy
35,565
+826
+2% +$41.9K 0.04% 409
2025
Q4 		$1.75M Buy
34,739
+126
+0.4% +$6.36K 0.04% 399
2025
Q3 		$1.75M Buy
34,613
+1,660
+5% +$81.6K 0.04% 398
2025
Q2 		$1.6M Buy
32,953
+3,122
+10% +$152K 0.04% 368
2025
Q1 		$1.45M Sell
29,831
-7,678
-20% -$385K 0.04% 359
2024
Q4 		$1.88M Buy
37,509
+1,173
+3% +$59.5K 0.05% 294
2024
Q3 		$1.83M Sell
36,336
-1,871
-5% -$95.3K 0.05% 302
2024
Q2 		$1.94M Sell
38,207
-8,625
-18% -$433K 0.06% 283
2024
Q1 		$2.37M Buy
46,832
+5,609
+14% +$284K 0.08% 237
2023
Q4 		$2.1M Buy
41,223
+27,959
+211% +$1.37M 0.07% 254
2023
Q3 		$636K Buy
13,264
+4,104
+45% +$203K 0.02% 549
2023
Q2 		$458K Buy
9,160
+4
+0% +$200 0.02% 663
2023
Q1 		$461K Buy
9,156
+1,012
+12% +$50.5K 0.02% 649
2022
Q4 		$398K Buy
8,144
+1,534
+23% +$74.4K 0.02% 651
2022
Q3 		$315K Sell
6,610
-3,656
-36% -$183K 0.02% 699
2022
Q2 		$512K Sell
10,266
-81
-0.8% -$4.06K 0.03% 529
2022
Q1 		$534K Buy
10,347
+1,731
+20% +$92.4K 0.03% 557
2021
Q4 		$476K Hold
8,616
– – 0.03% 596
2021
Q3 		$475K Buy
8,616
+721
+9% +$40.1K 0.03% 556
2021
Q2 		$439K Buy
7,895
+336
+4% +$18.6K 0.03% 574
2021
Q1 		$413K Buy
+7,559
New +$414K 0.03% 539

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

Mutual Advisors's TAXF Position: Q1 2026 in Review

Mutual Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 2.4% in Q1 2026, buying an estimated $41.9K and bringing the position to 35,565 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #409.

Mutual Advisors first reported a position in TAXF in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.37M in Q1 2024. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Mutual Advisors held 35,565 shares of American Century Diversified Municipal Bond ETF worth $1.78M as of Q1 2026.
  • Mutual Advisors bought 826 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $41.9K.
  • American Century Diversified Municipal Bond ETF made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #409 holding.
  • Mutual Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Mutual Advisors's American Century Diversified Municipal Bond ETF position peaked at $2.37M in Q1 2024.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.