PCG Wealth Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-21,374
Closed -$1.01M 148
2022
Q3
$1.01M Buy
21,374
+5,584
+35% +$279K 0.36% 53
2022
Q2
$787K Sell
15,790
-1,152
-7% -$57.7K 0.56% 39
2022
Q1
$875K Sell
16,942
-5,966
-26% -$319K 0.56% 37
2021
Q4
$1.26M Buy
+22,908
New +$1.26M 0.88% 26

Other funds holding TAXF

PCG Wealth Advisors's TAXF Position: Q4 2022 in Review

PCG Wealth Advisors sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q4 2022, closing a stake of 21,374 shares — an estimated $1.01M sold.

PCG Wealth Advisors first reported a position in TAXF in Q4 2021 and held it in 4 quarters. The position peaked at $1.26M in Q4 2021. 61 funds tracked by Wall St. Rank hold TAXF as of Q4 2022.

  • PCG Wealth Advisors reported no remaining American Century Diversified Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • PCG Wealth Advisors sold 21,374 American Century Diversified Municipal Bond ETF shares in Q4 2022, an estimated $1.01M.
  • PCG Wealth Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2021 and held it in 4 quarters.
  • PCG Wealth Advisors's American Century Diversified Municipal Bond ETF position peaked at $1.26M in Q4 2021.
  • 61 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.