OneDigital Investment Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
72,608
-39,040
| -35% | -$1.91M | 0.04% | 292 |
|
|
2025
Q1 | $5.52M | Sell |
111,648
-16,171
| -13% | -$800K | 0.07% | 215 |
|
|
2024
Q4 | $6.41M | Sell |
127,819
-10,987
| -8% | -$551K | 0.07% | 202 |
|
|
2024
Q3 | $7.14M | Sell |
138,806
-13,925
| -9% | -$716K | 0.08% | 195 |
|
|
2024
Q2 | $7.69M | Sell |
152,731
-32,479
| -18% | -$1.64M | 0.1% | 173 |
|
|
2024
Q1 | $9.36M | Sell |
185,210
-8,535
| -4% | -$431K | 0.15% | 133 |
|
|
2023
Q4 | $9.87M | Sell |
193,745
-126,460
| -39% | -$6.44M | 0.17% | 122 |
|
|
2023
Q3 | $15.4M | Sell |
320,205
-43,679
| -12% | -$2.09M | 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% | -$1.69M | 0.5% | 49 |
|
|
2022
Q4 | $22.5M | Sell |
459,277
-280,577
| -38% | -$13.7M | 0.65% | 32 |
|
|
2022
Q3 | $35.3M | Sell |
739,854
-43,805
| -6% | -$2.09M | 1.31% | 17 |
|
|
2022
Q2 | $39.1M | Sell |
783,659
-152,198
| -16% | -$7.59M | 1.68% | 15 |
|
|
2022
Q1 | $48.3M | Sell |
935,857
-32,505
| -3% | -$1.68M | 1.83% | 14 |
|
|
2021
Q4 | $53.5M | Buy |
968,362
+106,393
| +12% | +$5.88M | 1.89% | 13 |
|
|
2021
Q3 | $47.5M | Buy |
861,969
+57,645
| +7% | +$3.18M | 1.88% | 15 |
|
|
2021
Q2 | $44.7M | Buy |
804,324
+142,345
| +22% | +$7.91M | 1.84% | 15 |
|
|
2021
Q1 | $36.2M | Buy |
661,979
+141,246
| +27% | +$7.71M | 1.69% | 15 |
|
|
2020
Q4 | $28.5M | Buy |
520,733
+194,984
| +60% | +$10.7M | 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% | +$1.81M | 1.05% | 18 |
|
|
2020
Q1 | $12.4M | Buy |
240,528
+135,563
| +129% | +$6.98M | 1.1% | 17 |
|
|
2019
Q4 | $5.56M | Buy |
104,965
+95,143
| +969% | +$5.04M | 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% | +$524K | 0.05% | 219 |
|
|
2019
Q1 | $92K | Buy |
+1,798
| New | +$92K | 0.01% | 388 |
|