Northwestern Mutual Wealth Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Northwestern Mutual Wealth Management’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
2025 Q1	–	Sell	-2,841	Closed	-$142K	–	3935
2024 Q4	$142K	Buy	+2,841	New	+$144K	﹤0.01%	1793
2024 Q3	–	Sell	-346	Closed	-$17.4K	–	3841
2024 Q2	$17.4K	Hold	346	–	–	﹤0.01%	2436
2024 Q1	$17.5K	Buy	+346	New	+$17.5K	﹤0.01%	2460

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's TAXF Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2025, closing a stake of 2,841 shares — an estimated $142K sold.

Northwestern Mutual Wealth Management first reported a position in TAXF in Q1 2024 and held it in 3 quarters. The position peaked at $142K in Q4 2024. 91 funds tracked by Wall St. Rank hold TAXF as of Q1 2025.

Northwestern Mutual Wealth Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 2,841 American Century Diversified Municipal Bond ETF shares in Q1 2025, an estimated $142K.
Northwestern Mutual Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q1 2024 and held it in 3 quarters.
Northwestern Mutual Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $142K in Q4 2024.
91 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.