Pine Valley Investments’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Pine Valley Investments’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 Q2	$1.72M	Sell	33,796 -59	-0.2%	-$2.98K	0.07%	238
2026 Q1	$1.69M	Sell	33,855 -247	-0.7%	-$12.5K	0.08%	226
2025 Q4	$1.72M	Sell	34,102 -952	-3%	-$48K	0.08%	213
2025 Q3	$1.76M	Sell	35,054 -2,852	-8%	-$140K	0.09%	219
2025 Q2	$1.85M	Sell	37,906 -1,051	-3%	-$51.2K	0.1%	196
2025 Q1	$1.93M	Sell	38,957 -1,470	-4%	-$73.7K	0.12%	186
2024 Q4	$2.03M	Sell	40,427 -1,102	-3%	-$55.9K	0.12%	175
2024 Q3	$2.14M	Sell	41,529 -1,677	-4%	-$85.4K	0.13%	169
2024 Q2	$2.18M	Buy	43,206 +1,190	+3%	+$59.7K	0.14%	155
2024 Q1	$2.12M	Buy	42,016 +3,594	+9%	+$182K	0.14%	152
2023 Q4	$1.96M	Sell	38,422 -10,541	-22%	-$515K	0.14%	157
2023 Q3	$2.35M	Sell	48,963 -490	-1%	-$24.2K	0.21%	117
2023 Q2	$2.47M	Buy	49,453 +27	+0.1%	+$1.35K	0.24%	99
2023 Q1	$2.48M	Buy	+49,426	New	+$2.47M	0.37%	58

Other funds holding TAXF

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

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Pine Valley Investments's TAXF Position: Q2 2026 in Review

Pine Valley Investments reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.17% in Q2 2026, selling an estimated $2.98K and leaving 33,796 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #238.

Pine Valley Investments first reported a position in TAXF in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.48M in Q1 2023. 55 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Pine Valley Investments held 33,796 shares of American Century Diversified Municipal Bond ETF worth $1.72M as of Q2 2026.
Pine Valley Investments sold 59 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $2.98K.
American Century Diversified Municipal Bond ETF made up 0.07% of Pine Valley Investments's portfolio in Q2 2026, its #238 holding.
Pine Valley Investments first reported a position in American Century Diversified Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's American Century Diversified Municipal Bond ETF position peaked at $2.48M in Q1 2023.
55 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.