Coastal Bridge Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Coastal Bridge Advisors’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	$1.56M	Buy	61,915 +12,328	+25%	+$308K	0.1%	188
2026 Q1	$1.23M	Buy	49,587 +10,233	+26%	+$257K	0.09%	204
2025 Q4	$979K	Buy	39,354 +29,499	+299%	+$734K	0.07%	213
2025 Q3	$244K	Buy	+9,855	New	+$239K	0.02%	395

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

Coastal Bridge Advisors's FLMI Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 25% in Q2 2026, buying an estimated $308K and bringing the position to 61,915 shares worth $1.56M. The position accounts for 0.1% of the portfolio, ranked #188.

Coastal Bridge Advisors first reported a position in FLMI in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Coastal Bridge Advisors held 61,915 shares of Franklin Dynamic Municipal Bond ETF worth $1.56M as of Q2 2026.
Coastal Bridge Advisors bought 12,328 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $308K.
Franklin Dynamic Municipal Bond ETF made up 0.1% of Coastal Bridge Advisors's portfolio in Q2 2026, its #188 holding.
Coastal Bridge Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.