BlueStem Wealth Partners’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

BlueStem Wealth Partners’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	$5.74M	Buy	228,168 +12,644	+6%	+$316K	0.57%	31
2026 Q1	$5.34M	Sell	215,524 -1,491	-0.7%	-$37.4K	0.59%	33
2025 Q4	$5.4M	Sell	217,015 -27,122	-11%	-$675K	0.6%	31
2025 Q3	$6.05M	Sell	244,137 -73,341	-23%	-$1.78M	0.69%	25
2025 Q2	$7.7M	Sell	317,478 -102,139	-24%	-$2.46M	0.95%	20
2025 Q1	$10.3M	Buy	+419,617	New	+$10.3M	1.4%	18

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

BlueStem Wealth Partners's FLMI Position: Q2 2026 in Review

BlueStem Wealth Partners increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 5.9% in Q2 2026, buying an estimated $316K and bringing the position to 228,168 shares worth $5.74M. The position accounts for 0.57% of the portfolio, ranked #31.

BlueStem Wealth Partners first reported a position in FLMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.3M in Q1 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

BlueStem Wealth Partners held 228,168 shares of Franklin Dynamic Municipal Bond ETF worth $5.74M as of Q2 2026.
BlueStem Wealth Partners bought 12,644 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $316K.
Franklin Dynamic Municipal Bond ETF made up 0.57% of BlueStem Wealth Partners's portfolio in Q2 2026, its #31 holding.
BlueStem Wealth Partners first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
BlueStem Wealth Partners's Franklin Dynamic Municipal Bond ETF position peaked at $10.3M in Q1 2025.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.