SageView Advisory Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

SageView Advisory Group’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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's TAXF Position: Q4 2025 in Review

SageView Advisory Group reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 13% in Q4 2025, selling an estimated $96.2K and leaving 13,326 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #311.

SageView Advisory Group first reported a position in TAXF in Q2 2023 and has held it in 9 quarters since. The position peaked at $787K in Q4 2024. 98 funds tracked by Wall St. Rank hold TAXF as of Q4 2025.

SageView Advisory Group held 13,326 shares of American Century Diversified Municipal Bond ETF worth $671K as of Q4 2025.
SageView Advisory Group sold 1,906 American Century Diversified Municipal Bond ETF shares in Q4 2025, an estimated $96.2K.
American Century Diversified Municipal Bond ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #311 holding.
SageView Advisory Group first reported a position in American Century Diversified Municipal Bond ETF in Q2 2023 and has held it in 9 quarters since.
SageView Advisory Group's American Century Diversified Municipal Bond ETF position peaked at $787K in Q4 2024.
98 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.