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TAXF icon

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

NewEdge 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 		$5.35M Buy
106,977
+51,799
+94% +$2.63M 0.02% 663
2025
Q4 		$2.78M Buy
55,178
+3,974
+8% +$201K 0.01% 905
2025
Q3 		$2.57M Sell
51,204
-9,095
-15% -$447K 0.01% 890
2025
Q2 		$2.95M Sell
60,299
-9,223
-13% -$449K 0.02% 766
2025
Q1 		$3.44M Buy
69,522
+5,545
+9% +$278K 0.02% 639
2024
Q4 		$3.21M Buy
63,977
+4,932
+8% +$250K 0.02% 645
2024
Q3 		$3.04M Sell
59,045
-955
-2% -$48.6K 0.02% 634
2024
Q2 		$3.02M Buy
60,000
+45,882
+325% +$2.3M 0.02% 600
2024
Q1 		$714K Buy
14,118
+600
+4% +$30.4K 0.01% 1161
2023
Q4 		$689K Buy
13,518
+3,916
+41% +$191K 0.01% 1126
2023
Q3 		$460K Buy
9,602
+517
+6% +$25.5K 0.01% 1215
2023
Q2 		$454K Buy
+9,085
New +$454K 0.01% 1239

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

NewEdge Advisors's TAXF Position: Q1 2026 in Review

NewEdge Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 94% in Q1 2026, buying an estimated $2.63M and bringing the position to 106,977 shares worth $5.35M. The position accounts for 0.02% of the portfolio, ranked #663.

NewEdge Advisors first reported a position in TAXF in Q2 2023 and has held it in 12 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • NewEdge Advisors held 106,977 shares of American Century Diversified Municipal Bond ETF worth $5.35M as of Q1 2026.
  • NewEdge Advisors bought 51,799 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $2.63M.
  • American Century Diversified Municipal Bond ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #663 holding.
  • NewEdge Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.