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Sanctuary Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Sanctuary Advisors’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
2024
Q3 		– Sell
-82,650
Closed -$4.13M – 2649
2024
Q2 		$4.13M Buy
+82,650
New +$4.14M 0.03% 530

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sanctuary Advisors's TAXF Position: Q3 2024 in Review

Sanctuary Advisors sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q3 2024, closing a stake of 82,650 shares — an estimated $4.13M sold.

Sanctuary Advisors first reported a position in TAXF in Q2 2024 and held it in 1 quarter. The position peaked at $4.13M in Q2 2024. 78 funds tracked by Wall St. Rank hold TAXF as of Q3 2024.

  • Sanctuary Advisors reported no remaining American Century Diversified Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 82,650 American Century Diversified Municipal Bond ETF shares in Q3 2024, an estimated $4.13M.
  • Sanctuary Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Sanctuary Advisors's American Century Diversified Municipal Bond ETF position peaked at $4.13M in Q2 2024.
  • 78 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.