Sigma Planning Corp’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-6,585	Closed	-$322K	–	1374
2025 Q2	$322K	Buy	6,585 +58	+0.9%	+$2.83K	0.01%	963
2025 Q1	$323K	Sell	6,527 -867	-12%	-$43.5K	0.01%	920
2024 Q4	$371K	Buy	7,394 +82	+1%	+$4.16K	0.01%	852
2024 Q3	$376K	Buy	7,312 +61	+0.8%	+$3.11K	0.01%	852
2024 Q2	$365K	Buy	+7,251	New	+$364K	0.01%	848
2022 Q2	–	Sell	-36,581	Closed	-$1.89M	–	1428
2022 Q1	$1.89M	Buy	36,581 +16,195	+79%	+$865K	0.06%	328
2021 Q4	$1.13M	Buy	+20,386	New	+$1.12M	0.03%	503

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sigma Planning Corp's TAXF Position: Q3 2025 in Review

Sigma Planning Corp sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q3 2025, closing a stake of 6,585 shares — an estimated $322K sold.

Sigma Planning Corp first reported a position in TAXF in Q4 2021 and held it in 7 quarters. The position peaked at $1.89M in Q1 2022. 97 funds tracked by Wall St. Rank hold TAXF as of Q3 2025.

Sigma Planning Corp reported no remaining American Century Diversified Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Sigma Planning Corp sold 6,585 American Century Diversified Municipal Bond ETF shares in Q3 2025, an estimated $322K.
Sigma Planning Corp first reported a position in American Century Diversified Municipal Bond ETF in Q4 2021 and held it in 7 quarters.
Sigma Planning Corp's American Century Diversified Municipal Bond ETF position peaked at $1.89M in Q1 2022.
97 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.