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FLMI icon

Harbour Investments’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Harbour Investments’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
Q1 		$939K Buy
37,867
+27,578
+268% +$691K 0.01% 788
2025
Q4 		$256K Buy
10,289
+4,050
+65% +$101K 0.01% 1166
2025
Q3 		$155K Sell
6,239
-2,050
-25% -$49.8K ﹤0.01% 1353
2025
Q2 		$201K Sell
8,289
-18,405
-69% -$444K 0.01% 1171
2025
Q1 		$652K Sell
26,694
-12,566
-32% -$309K 0.02% 629
2024
Q4 		$959K Buy
39,260
+6,005
+18% +$149K 0.03% 478
2024
Q3 		$832K Buy
33,255
+4,478
+16% +$111K 0.03% 509
2024
Q2 		$702K Buy
28,777
+21,304
+285% +$517K 0.02% 512
2024
Q1 		$183K Buy
7,473
+4,231
+131% +$103K 0.01% 954
2023
Q4 		$78.7K Buy
+3,242
New +$75.5K ﹤0.01% 1239

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return