Sigma Planning Corp’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 | $322K | Buy |
6,585
+58
| +0.9% | +$2.84K | 0.01% | 963 |
|
|
2025
Q1 | $323K | Sell |
6,527
-867
| -12% | -$42.9K | 0.01% | 919 |
|
|
2024
Q4 | $371K | Buy |
7,394
+82
| +1% | +$4.11K | 0.01% | 852 |
|
|
2024
Q3 | $376K | Buy |
7,312
+61
| +0.8% | +$3.14K | 0.01% | 852 |
|
|
2024
Q2 | $365K | Buy |
+7,251
| New | +$365K | 0.01% | 847 |
|
|
2022
Q2 | – | Sell |
-36,581
| Closed | -$1.89M | – | 1409 |
|
|
2022
Q1 | $1.89M | Buy |
36,581
+16,195
| +79% | +$836K | 0.06% | 328 |
|
|
2021
Q4 | $1.13M | Buy |
+20,386
| New | +$1.13M | 0.03% | 499 |
|