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Retirement Planning Group (Kansas)’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Retirement Planning Group (Kansas)’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
2023
Q3 		– Sell
-18,151
Closed -$908K – 167
2023
Q2 		$908K Buy
+18,151
New +$908K 0.09% 64
2022
Q4 		– Sell
-18,682
Closed -$891K – 148
2022
Q3 		$891K Buy
18,682
+257
+1% +$12.8K 0.11% 62
2022
Q2 		$918K Buy
+18,425
New +$923K 0.11% 52

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Retirement Planning Group (Kansas)'s TAXF Position: Q3 2023 in Review

Retirement Planning Group (Kansas) sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q3 2023, closing a stake of 18,151 shares — an estimated $908K sold.

Retirement Planning Group (Kansas) first reported a position in TAXF in Q2 2022 and held it in 3 quarters. The position peaked at $918K in Q2 2022. 78 funds tracked by Wall St. Rank hold TAXF as of Q3 2023.

  • Retirement Planning Group (Kansas) reported no remaining American Century Diversified Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 18,151 American Century Diversified Municipal Bond ETF shares in Q3 2023, an estimated $908K.
  • Retirement Planning Group (Kansas) first reported a position in American Century Diversified Municipal Bond ETF in Q2 2022 and held it in 3 quarters.
  • Retirement Planning Group (Kansas)'s American Century Diversified Municipal Bond ETF position peaked at $918K in Q2 2022.
  • 78 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2023.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2023, filed 25 Oct 2023.