IF
FTMS

IRON Financial’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

IRON Financial’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 		$4.42M Buy
444,917
+157,301
+55% +$1.56M 1.83% 14
2026
Q1 		$2.85M Buy
+287,616
New +$2.87M 1.24% 22

Other funds holding FTMS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

IRON Financial's FTMS Position: Q2 2026 in Review

IRON Financial increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 55% in Q2 2026, buying an estimated $1.56M and bringing the position to 444,917 shares worth $4.42M. The position accounts for 1.83% of the portfolio, ranked #14.

IRON Financial first reported a position in FTMS in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • IRON Financial held 444,917 shares of Franklin Short-Term Municipal Income ETF worth $4.42M as of Q2 2026.
  • IRON Financial bought 157,301 Franklin Short-Term Municipal Income ETF shares in Q2 2026, an estimated $1.56M.
  • Franklin Short-Term Municipal Income ETF made up 1.83% of IRON Financial's portfolio in Q2 2026, its #14 holding.
  • IRON Financial first reported a position in Franklin Short-Term Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.