Leeward Financial Partners’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Leeward Financial 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	$2.32M	Sell	92,304 -448	-0.5%	-$11.2K	0.61%	45
2026 Q1	$2.3M	Buy	92,752 +918	+1%	+$23K	0.68%	45
2025 Q4	$2.28M	Buy	91,834 +136	+0.1%	+$3.38K	0.64%	43
2025 Q3	$2.27M	Buy	91,698 +21,809	+31%	+$529K	0.65%	44
2025 Q2	$1.7M	Buy	69,889 +3,503	+5%	+$84.4K	0.54%	46
2025 Q1	$1.62M	Buy	66,386 +1,739	+3%	+$42.7K	0.61%	45
2024 Q4	$1.58M	Buy	64,647 +3,711	+6%	+$91.8K	0.56%	43
2024 Q3	$1.52M	Buy	60,936 +1,687	+3%	+$41.7K	0.58%	43
2024 Q2	$1.45M	Buy	59,249 +4,058	+7%	+$98.6K	0.59%	44
2024 Q1	$1.35M	Buy	55,191 +8,508	+18%	+$207K	0.57%	46
2023 Q4	$1.13M	Buy	46,683 +6,468	+16%	+$151K	0.55%	47
2023 Q3	$923K	Buy	40,215 +5,495	+16%	+$130K	0.51%	50
2023 Q2	$830K	Buy	+34,720	New	+$829K	0.48%	53

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

Leeward Financial Partners's FLMI Position: Q2 2026 in Review

Leeward Financial Partners reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.48% in Q2 2026, selling an estimated $11.2K and leaving 92,304 shares worth $2.32M. The position accounts for 0.61% of the portfolio, ranked #45.

Leeward Financial Partners first reported a position in FLMI in Q2 2023 and has held it in 13 quarters since. 229 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Leeward Financial Partners held 92,304 shares of Franklin Dynamic Municipal Bond ETF worth $2.32M as of Q2 2026.
Leeward Financial Partners sold 448 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $11.2K.
Franklin Dynamic Municipal Bond ETF made up 0.61% of Leeward Financial Partners's portfolio in Q2 2026, its #45 holding.
Leeward Financial Partners first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
229 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.