BWP
FTMS

Balboa Wealth Partners’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Balboa Wealth Partners’s Portfolio FTMS Stock Details FTMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Hold
35,885
– – 0.05% 302
2026
Q1 		$355K Hold
35,885
– – 0.06% 264
2025
Q4 		$356K Buy
+35,885
New +$357K 0.06% 248

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NA
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IF
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Balboa Wealth Partners's FTMS Position: Q2 2026 in Review

Balboa Wealth Partners held its Franklin Short-Term Municipal Income ETF (FTMS) position steady in Q2 2026 at 35,885 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #302.

Balboa Wealth Partners first reported a position in FTMS in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • Balboa Wealth Partners held 35,885 shares of Franklin Short-Term Municipal Income ETF worth $357K as of Q2 2026.
  • Balboa Wealth Partners left its Franklin Short-Term Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Short-Term Municipal Income ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #302 holding.
  • Balboa Wealth Partners first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.