Bill Few Associates’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Bill Few Associates’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	$385K	Hold	15,302	–	–	0.08%	155
2026 Q1	$379K	Hold	15,302	–	–	0.09%	143
2025 Q4	$381K	Hold	15,302	–	–	0.09%	138
2025 Q3	$379K	Hold	15,302	–	–	0.1%	137
2025 Q2	$371K	Hold	15,302	–	–	0.11%	132
2025 Q1	$374K	Hold	15,302	–	–	0.13%	120
2024 Q4	$374K	Hold	15,302	–	–	0.13%	119
2024 Q3	$383K	Hold	15,302	–	–	0.14%	119
2024 Q2	$373K	Hold	15,302	–	–	0.14%	118
2024 Q1	$375K	Hold	15,302	–	–	0.15%	109
2023 Q4	$371K	Hold	15,302	–	–	0.17%	102
2023 Q3	$351K	Hold	15,302	–	–	0.18%	94
2023 Q2	$366K	Hold	15,302	–	–	0.19%	89
2023 Q1	$366K	Hold	15,302	–	–	0.2%	92
2022 Q4	$357K	Buy	+15,302	New	+$353K	0.21%	86

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

Bill Few Associates's FLMI Position: Q2 2026 in Review

Bill Few Associates held its Franklin Dynamic Municipal Bond ETF (FLMI) position steady in Q2 2026 at 15,302 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #155.

Bill Few Associates first reported a position in FLMI in Q4 2022 and has held it in 15 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Bill Few Associates held 15,302 shares of Franklin Dynamic Municipal Bond ETF worth $385K as of Q2 2026.
Bill Few Associates left its Franklin Dynamic Municipal Bond ETF share count unchanged in Q2 2026.
Franklin Dynamic Municipal Bond ETF made up 0.08% of Bill Few Associates's portfolio in Q2 2026, its #155 holding.
Bill Few Associates first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.