SageView Advisory Group’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
2026
Q2
$680K Buy
13,384
+33
+0.2% +$1.67K 0.02% 309
2026
Q1
$668K Buy
13,351
+25
+0.2% +$1.27K 0.02% 291
2025
Q4
$671K Sell
13,326
-1,906
-13% -$96.2K 0.02% 311
2025
Q3
$765K Buy
15,232
+23
+0.2% +$1.13K 0.03% 303
2025
Q2
$739K Buy
15,209
+43
+0.3% +$2.1K 0.03% 285
2025
Q1
$750K Sell
15,166
-528
-3% -$26.5K 0.03% 269
2024
Q4
$787K Buy
15,694
+3,540
+29% +$179K 0.03% 257
2024
Q3
$625K Buy
+12,154
New +$619K 0.03% 261
2024
Q2
Sell
-12,227
Closed -$613K 300
2024
Q1
$618K Buy
+12,227
New +$620K 0.03% 278
2023
Q4
Sell
-12,505
Closed -$611K 348
2023
Q3
$600K Sell
12,505
-680
-5% -$33.6K 0.03% 303
2023
Q2
$659K Buy
+13,185
New +$659K 0.04% 296

Other funds holding TAXF

SageView Advisory Group's TAXF Position: Q2 2026 in Review

SageView Advisory Group increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.25% in Q2 2026, buying an estimated $1.67K and bringing the position to 13,384 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #309.

SageView Advisory Group first reported a position in TAXF in Q2 2023 and has held it in 11 quarters since. The position peaked at $787K in Q4 2024. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • SageView Advisory Group held 13,384 shares of American Century Diversified Municipal Bond ETF worth $680K as of Q2 2026.
  • SageView Advisory Group bought 33 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $1.67K.
  • American Century Diversified Municipal Bond ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #309 holding.
  • SageView Advisory Group first reported a position in American Century Diversified Municipal Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • SageView Advisory Group's American Century Diversified Municipal Bond ETF position peaked at $787K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.