Thompson David Blair’s Intermediate Municipal Income ETF TAXE Stock Holding History

Thompson David Blair’s Portfolio TAXE Stock Details TAXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$469K	Buy	+9,156	New	+$468K	0.23%	123

Other funds holding TAXE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Thompson David Blair's TAXE Position: Q2 2026 in Review

Thompson David Blair opened a new position in Intermediate Municipal Income ETF (TAXE) in Q2 2026: 9,156 shares worth $469K. The stake represents 0.23% of the portfolio and ranks #123 among its holdings.

25 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

Thompson David Blair held 9,156 shares of Intermediate Municipal Income ETF worth $469K as of Q2 2026.
Intermediate Municipal Income ETF was a new Thompson David Blair position in Q2 2026.
Intermediate Municipal Income ETF made up 0.23% of Thompson David Blair's portfolio in Q2 2026, its #123 holding.
25 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.