UBS Group
TAXF icon

UBS Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

UBS Group’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
Q1 		$5.05K Buy
101
+49
+94% +$2.48K ﹤0.01% 8840
2025
Q4 		$2.62K Buy
+52
New +$2.62K ﹤0.01% 9267
2025
Q3 		– Sell
-87
Closed -$4.26K – 10914
2025
Q2 		$4.26K Buy
+87
New +$4.24K ﹤0.01% 9286
2025
Q1 		– Sell
-895
Closed -$44.9K – 10716
2024
Q4 		$44.9K Sell
895
-2,792
-76% -$142K ﹤0.01% 7368
2024
Q3 		$190K Buy
+3,687
New +$188K ﹤0.01% 5914
2023
Q4 		– Sell
-1,397
Closed -$67K – 9869
2023
Q3 		$67K Buy
1,397
+420
+43% +$20.7K ﹤0.01% 6098
2023
Q2 		$48.9K Buy
977
+782
+401% +$39.1K ﹤0.01% 6492
2023
Q1 		$9.82K Sell
195
-10,402
-98% -$519K ﹤0.01% 7624
2022
Q4 		$519K Buy
+10,597
New +$514K ﹤0.01% 4668
2022
Q2 		– Sell
-106
Closed -$5K – 10932
2022
Q1 		$5K Buy
106
+43
+68% +$2.3K ﹤0.01% 9168
2021
Q4 		$3K Buy
+63
New +$3.47K ﹤0.01% 9693
2020
Q3 		– Sell
-29
Closed -$2K – 8393
2020
Q2 		$2K Sell
29
-28
-49% -$1.44K ﹤0.01% 7658
2020
Q1 		$3K Sell
57
-1,543
-96% -$82K ﹤0.01% 7521
2019
Q4 		$85K Buy
+1,600
New +$84.5K ﹤0.01% 6084

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group's TAXF Position: Q1 2026 in Review

UBS Group increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 94% in Q1 2026, buying an estimated $2.48K and bringing the position to 101 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #8840.

UBS Group first reported a position in TAXF in Q4 2019 and has held it in 14 quarters since. The position peaked at $519K in Q4 2022. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • UBS Group held 101 shares of American Century Diversified Municipal Bond ETF worth $5.05K as of Q1 2026.
  • UBS Group bought 49 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $2.48K.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8840 holding.
  • UBS Group first reported a position in American Century Diversified Municipal Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • UBS Group's American Century Diversified Municipal Bond ETF position peaked at $519K in Q4 2022.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.