Abound Financial’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Abound Financial’s Portfolio FLMI Stock Details FLMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.92M	Sell	76,377 -1,636	-2%	-$40.8K	0.77%	19
2026 Q1	$1.93M	Sell	78,013 -3,867	-5%	-$97K	0.84%	17
2025 Q4	$2.04M	Sell	81,880 -20,342	-20%	-$506K	0.79%	20
2025 Q3	$2.53M	Sell	102,222 -8,139	-7%	-$198K	1.01%	17
2025 Q2	$2.68M	Sell	110,361 -2,278	-2%	-$54.9K	1.18%	17
2025 Q1	$2.75M	Sell	112,639 -4,926	-4%	-$121K	1.39%	15
2024 Q4	$2.87M	Buy	+117,565	New	+$2.91M	1.46%	14

Other funds holding FLMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Abound Financial's FLMI Position: Q2 2026 in Review

Abound Financial reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 2.1% in Q2 2026, selling an estimated $40.8K and leaving 76,377 shares worth $1.92M. The position accounts for 0.77% of the portfolio, ranked #19.

Abound Financial first reported a position in FLMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.87M in Q4 2024. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Abound Financial held 76,377 shares of Franklin Dynamic Municipal Bond ETF worth $1.92M as of Q2 2026.
Abound Financial sold 1,636 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $40.8K.
Franklin Dynamic Municipal Bond ETF made up 0.77% of Abound Financial's portfolio in Q2 2026, its #19 holding.
Abound Financial first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Abound Financial's Franklin Dynamic Municipal Bond ETF position peaked at $2.87M in Q4 2024.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.