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

Stewardship 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
2026 Q3	$376K	Hold	7,925	–	–	0.08%	117
2026 Q2	$403K	Sell	7,925 -99	-1%	-$5K	0.08%	112
2026 Q1	$402K	Hold	8,024	–	–	0.09%	103
2025 Q4	$404K	Buy	8,024 +497	+7%	+$25.1K	0.09%	100
2025 Q3	$378K	Sell	7,527 -1,301	-15%	-$64K	0.09%	103
2025 Q2	$432K	Hold	8,828	–	–	0.11%	89
2025 Q1	$437K	Sell	8,828 -5,545	-39%	-$278K	0.12%	83
2024 Q4	$721K	Sell	14,373 -1,192	-8%	-$60.4K	0.2%	66
2024 Q3	$800K	Sell	15,565 -61	-0.4%	-$3.11K	0.23%	54
2024 Q2	$787K	Sell	15,626 -12,668	-45%	-$635K	0.26%	46
2024 Q1	$1.43M	Sell	28,294 -128,812	-82%	-$6.53M	0.49%	40
2023 Q4	$8.01M	Buy	157,106 +29	+0%	+$1.42K	2.89%	14
2023 Q3	$7.53M	Buy	157,077 +1,234	+0.8%	+$61K	2.94%	13
2023 Q2	$7.79M	Buy	155,843 +5,647	+4%	+$282K	2.93%	11
2023 Q1	$7.56M	Buy	150,196 +107,751	+254%	+$5.38M	2.91%	13
2022 Q4	$2.08M	Buy	42,445 +8,867	+26%	+$430K	0.84%	29
2022 Q3	$1.6M	Buy	33,578 +6,413	+24%	+$320K	0.69%	29
2022 Q2	$1.35M	Sell	27,165 -1,879	-6%	-$94.2K	0.57%	30
2022 Q1	$1.5M	Buy	29,044 +18,421	+173%	+$984K	0.55%	30
2021 Q4	$587K	Buy	10,623 +210	+2%	+$11.6K	0.21%	38
2021 Q3	$574K	Buy	10,413 +920	+10%	+$51.2K	0.22%	36
2021 Q2	$527K	Buy	9,493 +745	+9%	+$41.2K	0.2%	40
2021 Q1	$478K	Buy	8,748 +509	+6%	+$27.9K	0.19%	37
2020 Q4	$450K	Buy	8,239 +3,803	+86%	+$205K	0.18%	37
2020 Q3	$237K	Hold	4,436	–	–	0.12%	32
2020 Q2	$234K	Hold	4,436	–	–	0.13%	31
2020 Q1	$228K	Sell	4,436 -576	-11%	-$30.6K	0.15%	37
2019 Q4	$265K	Buy	+5,012	New	+$265K	0.17%	41

Other funds holding TAXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Stewardship Advisors's TAXF Position: Q3 2026 in Review

Stewardship Advisors held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q3 2026 at 7,925 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #117.

Stewardship Advisors first reported a position in TAXF in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.01M in Q4 2023. 49 funds tracked by Wall St. Rank hold TAXF as of Q3 2026.

Stewardship Advisors held 7,925 shares of American Century Diversified Municipal Bond ETF worth $376K as of Q3 2026.
Stewardship Advisors left its American Century Diversified Municipal Bond ETF share count unchanged in Q3 2026.
American Century Diversified Municipal Bond ETF made up 0.08% of Stewardship Advisors's portfolio in Q3 2026, its #117 holding.
Stewardship Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2019 and has held it in 28 quarters since.
Stewardship Advisors's American Century Diversified Municipal Bond ETF position peaked at $8.01M in Q4 2023.
49 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.