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 Q3	$4.37M	Buy	449,257 +4,340	+1%	+$42.8K	1.82%	13
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IRON Financial's FTMS Position: Q3 2026 in Review

IRON Financial increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 0.98% in Q3 2026, buying an estimated $42.8K and bringing the position to 449,257 shares worth $4.37M. The position accounts for 1.82% of the portfolio, ranked #13.

IRON Financial first reported a position in FTMS in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.42M in Q2 2026. 11 funds tracked by Wall St. Rank hold FTMS as of Q3 2026.

IRON Financial held 449,257 shares of Franklin Short-Term Municipal Income ETF worth $4.37M as of Q3 2026.
IRON Financial bought 4,340 Franklin Short-Term Municipal Income ETF shares in Q3 2026, an estimated $42.8K.
Franklin Short-Term Municipal Income ETF made up 1.82% of IRON Financial's portfolio in Q3 2026, its #13 holding.
IRON Financial first reported a position in Franklin Short-Term Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
IRON Financial's Franklin Short-Term Municipal Income ETF position peaked at $4.42M in Q2 2026.
11 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.