U.S. Capital Wealth Advisors’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 | $4.09M | Buy |
83,646
+21,583
| +35% | +$1.06M | 0.12% | 190 |
|
|
2025
Q1 | $3.07M | Buy |
62,063
+3,966
| +7% | +$196K | 0.09% | 222 |
|
|
2024
Q4 | $2.91M | Buy |
58,097
+3,439
| +6% | +$172K | 0.09% | 227 |
|
|
2024
Q3 | $2.81M | Buy |
54,658
+3,226
| +6% | +$166K | 0.1% | 194 |
|
|
2024
Q2 | $2.59M | Buy |
51,432
+15,949
| +45% | +$803K | 0.1% | 195 |
|
|
2024
Q1 | $1.79M | Buy |
35,483
+9,514
| +37% | +$481K | 0.07% | 256 |
|
|
2023
Q4 | $1.32M | Buy |
25,969
+19,343
| +292% | +$986K | 0.05% | 287 |
|
|
2023
Q3 | $318K | Buy |
+6,626
| New | +$318K | 0.01% | 512 |
|