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

OneDigital Investment 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 		$3.01M Buy
60,115
+4,852
+9% +$246K 0.03% 376
2025
Q4 		$2.78M Sell
55,263
-5,028
-8% -$254K 0.03% 390
2025
Q3 		$3.03M Sell
60,291
-12,317
-17% -$605K 0.03% 339
2025
Q2 		$3.55M Sell
72,608
-39,040
-35% -$1.9M 0.04% 292
2025
Q1 		$5.52M Sell
111,648
-16,171
-13% -$810K 0.07% 215
2024
Q4 		$6.41M Sell
127,819
-10,987
-8% -$557K 0.07% 202
2024
Q3 		$7.14M Sell
138,806
-13,925
-9% -$709K 0.08% 195
2024
Q2 		$7.69M Sell
152,731
-32,479
-18% -$1.63M 0.1% 173
2024
Q1 		$9.36M Sell
185,210
-8,535
-4% -$433K 0.15% 133
2023
Q4 		$9.87M Sell
193,745
-126,460
-39% -$6.18M 0.17% 122
2023
Q3 		$15.4M Sell
320,205
-43,679
-12% -$2.16M 0.33% 67
2023
Q2 		$18.2M Sell
363,884
-61,871
-15% -$3.09M 0.4% 54
2023
Q1 		$21.4M Sell
425,755
-33,522
-7% -$1.67M 0.5% 49
2022
Q4 		$22.5M Sell
459,277
-280,577
-38% -$13.6M 0.65% 32
2022
Q3 		$35.3M Sell
739,854
-43,805
-6% -$2.19M 1.31% 17
2022
Q2 		$39.1M Sell
783,659
-152,198
-16% -$7.63M 1.68% 15
2022
Q1 		$48.3M Sell
935,857
-32,505
-3% -$1.74M 1.83% 14
2021
Q4 		$53.5M Buy
968,362
+106,393
+12% +$5.87M 1.89% 14
2021
Q3 		$47.5M Buy
861,969
+57,645
+7% +$3.21M 1.88% 15
2021
Q2 		$44.7M Buy
804,324
+142,345
+22% +$7.86M 1.84% 15
2021
Q1 		$36.2M Buy
661,979
+141,246
+27% +$7.74M 1.69% 15
2020
Q4 		$28.5M Buy
520,733
+194,984
+60% +$10.5M 1.48% 14
2020
Q3 		$17.5M Buy
325,749
+51,023
+19% +$2.73M 1.21% 16
2020
Q2 		$14.5M Buy
274,726
+34,198
+14% +$1.76M 1.05% 18
2020
Q1 		$12.4M Buy
240,528
+135,563
+129% +$7.2M 1.1% 17
2019
Q4 		$5.55M Buy
104,965
+95,143
+969% +$5.02M 0.44% 47
2019
Q3 		$519K Sell
9,822
-2,000
-17% -$106K 0.05% 269
2019
Q2 		$618K Buy
11,822
+10,024
+558% +$517K 0.05% 219
2019
Q1 		$92K Buy
+1,798
New +$90.6K 0.01% 388

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 $1.09B AUM 23.69% 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 $21.8B AUM 28.57% 1-Year Est. Return

OneDigital Investment Advisors's TAXF Position: Q1 2026 in Review

OneDigital Investment Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 8.8% in Q1 2026, buying an estimated $246K and bringing the position to 60,115 shares worth $3.01M. The position accounts for 0.03% of the portfolio, ranked #376.

OneDigital Investment Advisors first reported a position in TAXF in Q1 2019 and has held it in 29 quarters since. The position peaked at $53.5M in Q4 2021. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • OneDigital Investment Advisors held 60,115 shares of American Century Diversified Municipal Bond ETF worth $3.01M as of Q1 2026.
  • OneDigital Investment Advisors bought 4,852 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $246K.
  • American Century Diversified Municipal Bond ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q1 2026, its #376 holding.
  • OneDigital Investment Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • OneDigital Investment Advisors's American Century Diversified Municipal Bond ETF position peaked at $53.5M in Q4 2021.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.