Truist Financial
TAXE

Truist Financial’s Intermediate Municipal Income ETF TAXE Stock Holding History

Truist Financial’s Portfolio TAXE Stock Details TAXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$435K Buy
8,568
+1,415
+20% +$72.8K ﹤0.01% 2150
2025
Q4 		$366K Buy
7,153
+2,599
+57% +$133K ﹤0.01% 2216
2025
Q3 		$231K Buy
+4,554
New +$228K ﹤0.01% 2471

Other funds holding TAXE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Truist Financial's TAXE Position: Q1 2026 in Review

Truist Financial increased its Intermediate Municipal Income ETF (TAXE) stake by 20% in Q1 2026, buying an estimated $72.8K and bringing the position to 8,568 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Truist Financial first reported a position in TAXE in Q3 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold TAXE as of Q1 2026.

  • Truist Financial held 8,568 shares of Intermediate Municipal Income ETF worth $435K as of Q1 2026.
  • Truist Financial bought 1,415 Intermediate Municipal Income ETF shares in Q1 2026, an estimated $72.8K.
  • Intermediate Municipal Income ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2150 holding.
  • Truist Financial first reported a position in Intermediate Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.