Westside Investment Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Westside Investment Management’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	$841K	Hold	16,800	–	–	0.13%	147
2025 Q4	$846K	Buy	16,800 +400	+2%	+$20.2K	0.14%	136
2025 Q3	$824K	Hold	16,400	–	–	0.13%	142
2025 Q2	$802K	Buy	16,400 +800	+5%	+$39K	0.15%	134
2025 Q1	$772K	Buy	15,600 +800	+5%	+$40.1K	0.16%	126
2024 Q4	$742K	Hold	14,800	–	–	0.16%	127
2024 Q3	$761K	Hold	14,800	–	–	0.16%	127
2024 Q2	$745K	Hold	14,800	–	–	0.17%	125
2024 Q1	$748K	Hold	14,800	–	–	0.18%	124
2023 Q4	$754K	Buy	14,800 +3,800	+35%	+$186K	0.19%	115
2023 Q3	$527K	Hold	11,000	–	–	0.15%	133
2023 Q2	$550K	Hold	11,000	–	–	0.16%	129
2023 Q1	$554K	Hold	11,000	–	–	0.16%	124
2022 Q4	$538	Buy	+11,000	New	+$534K	﹤0.01%	282

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 $900M AUM 17.81% 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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

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

Westside Investment Management's TAXF Position: Q1 2026 in Review

Westside Investment Management held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q1 2026 at 16,800 shares worth $841K. The position accounts for 0.13% of the portfolio, ranked #147.

Westside Investment Management first reported a position in TAXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $846K in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Westside Investment Management held 16,800 shares of American Century Diversified Municipal Bond ETF worth $841K as of Q1 2026.
Westside Investment Management left its American Century Diversified Municipal Bond ETF share count unchanged in Q1 2026.
American Century Diversified Municipal Bond ETF made up 0.13% of Westside Investment Management's portfolio in Q1 2026, its #147 holding.
Westside Investment Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
Westside Investment Management's American Century Diversified Municipal Bond ETF position peaked at $846K in Q4 2025.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.