SFG Wealth Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

SFG Wealth Management’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 Q1	–	Sell	-14,916	Closed	-$760K	–	105
2023 Q4	$760K	Buy	14,916 +2,621	+21%	+$128K	0.51%	36
2023 Q3	$590K	Sell	12,295 -5,724	-32%	-$283K	0.47%	40
2023 Q2	$901K	Buy	+18,019	New	+$901K	0.76%	27
2022 Q3	–	Sell	-19,342	Closed	-$964K	–	91
2022 Q2	$964K	Buy	+19,342	New	+$969K	1.12%	29

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SFG Wealth Management's TAXF Position: Q1 2024 in Review

SFG Wealth Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2024, closing a stake of 14,916 shares — an estimated $760K sold.

SFG Wealth Management first reported a position in TAXF in Q2 2022 and held it in 4 quarters. The position peaked at $964K in Q2 2022. 79 funds tracked by Wall St. Rank hold TAXF as of Q1 2024.

SFG Wealth Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
SFG Wealth Management sold 14,916 American Century Diversified Municipal Bond ETF shares in Q1 2024, an estimated $760K.
SFG Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q2 2022 and held it in 4 quarters.
SFG Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $964K in Q2 2022.
79 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2024.

Based on SFG Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.