SageView Advisory Group, LLC
Position in TAXF — American Century Diversified Municipal Bond ETF
CIK 1914558
NEWPORT BEACH, CA
All Filings in TAXF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 TAXF | $671,363 | 13,326 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 TAXF | $765,103 | 15,232 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 TAXF | $744,176 | 15,209 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 TAXF | $750,413 | 15,166 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 TAXF | $786,897 | 15,694 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 TAXF | $624,958 | 12,154 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 TAXF | $620,687 | 12,325 | Principal | Sole | 2024-08-15 | |
| 2024-03-31 TAXF | $618,074 | 12,227 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 TAXF | $619,928 | 12,165 | Principal | Sole | 2024-03-06 | |
| 2023-09-30 TAXF | $599,614 | 12,505 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 TAXF | $659,250 | 13,185 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||