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 Q2	$5.93M	Buy	116,750 +9,773	+9%	+$493K	0.02%	702
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 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

NewEdge Advisors's TAXF Position: Q2 2026 in Review

NewEdge Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 9.1% in Q2 2026, buying an estimated $493K and bringing the position to 116,750 shares worth $5.93M. The position accounts for 0.02% of the portfolio, ranked #702.

NewEdge Advisors first reported a position in TAXF in Q2 2023 and has held it in 13 quarters since. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

NewEdge Advisors held 116,750 shares of American Century Diversified Municipal Bond ETF worth $5.93M as of Q2 2026.
NewEdge Advisors bought 9,773 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $493K.
American Century Diversified Municipal Bond ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #702 holding.
NewEdge Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.