McIlrath & Eck, LLC TEAFX β€” AMERICAN TAX-EXEMPT BOND FUND OF AMERICA CLASS F2

Ownership history in McIlrath & Eck, LLC  Β·  1 quarter on record

AI Ownership Summary

McIlrath & Eck, LLC reported AMERICAN TAX-EXEMPT BOND FUND OF AMERICA CLASS F2 (TEAFX) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.43% in 2026 Q1. The latest visible filing shows TEAFX at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TEAFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McIlrath & Eck, LLC's position in AMERICAN TAX-EXEMPT BOND FUND OF AMERICA CLASS F2, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TEAFX was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How McIlrath & Eck, LLC held TEAFX β€” position size vs. price
% of Fund (quarterly)    TEAFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 464,704 β€” β€” 0.43% $5.8M 2026-05-19 $12.34

🏒 Other funds also holding TEAFX

As of 2026 Q1 β€” sorted by position size

Westside Investment Management, Inc. 3Y 7Y 0.06%

FAQ About McIlrath & Eck, LLC and TEAFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has McIlrath & Eck, LLC reported owning TEAFX?

McIlrath & Eck, LLC reported TEAFX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported TEAFX position in McIlrath & Eck, LLC's portfolio?

The largest reported portfolio weight for TEAFX was 0.43% in 2026 Q1.

What is the latest reported TEAFX position on this page?

The most recent filing on this page is 2026 Q1, when McIlrath & Eck, LLC reported 464,704 shares, equal to 0.43% of portfolio, with an estimated market value of $5.8M.

What does the chart on this TEAFX ownership page compare?

The chart compares McIlrath & Eck, LLC's quarterly TEAFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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