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Rossby Financial’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Rossby Financial’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
2025
Q2 		– Sell
-30
Closed -$1.46K – 1274
2025
Q1 		$1.46K Buy
+30
New +$1.5K ﹤0.01% 967

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rossby Financial's TAXF Position: Q2 2025 in Review

Rossby Financial sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2025, closing a stake of 30 shares — an estimated $1.46K sold.

Rossby Financial first reported a position in TAXF in Q1 2025 and held it in 1 quarter. The position peaked at $1.46K in Q1 2025. 88 funds tracked by Wall St. Rank hold TAXF as of Q2 2025.

  • Rossby Financial reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Rossby Financial sold 30 American Century Diversified Municipal Bond ETF shares in Q2 2025, an estimated $1.46K.
  • Rossby Financial first reported a position in American Century Diversified Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Rossby Financial's American Century Diversified Municipal Bond ETF position peaked at $1.46K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2025.

Based on Rossby Financial's 13F filing for Q2 2025, filed 1 Aug 2025.