SageView Advisory Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
15,209
+43
| +0.3% | +$2.09K | 0.03% | 285 |
|
|
2025
Q1 | $750K | Sell |
15,166
-528
| -3% | -$26.1K | 0.03% | 269 |
|
|
2024
Q4 | $787K | Buy |
15,694
+3,540
| +29% | +$177K | 0.03% | 257 |
|
|
2024
Q3 | $625K | Buy |
+12,154
| New | +$625K | 0.03% | 261 |
|
|
2024
Q2 | – | Sell |
-12,227
| Closed | -$618K | – | 300 |
|
|
2024
Q1 | $618K | Buy |
+12,227
| New | +$618K | 0.03% | 278 |
|
|
2023
Q4 | – | Sell |
-12,505
| Closed | -$600K | – | 348 |
|
|
2023
Q3 | $600K | Sell |
12,505
-680
| -5% | -$32.6K | 0.03% | 303 |
|
|
2023
Q2 | $659K | Buy |
+13,185
| New | +$659K | 0.04% | 296 |
|