Mallini Complete Financial Planning’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Mallini Complete Financial Planning’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	$392K	Buy	15,592 +161	+1%	+$4.02K	0.28%	29
2026 Q1	$383K	Buy	15,431 +92	+0.6%	+$2.31K	0.3%	26
2025 Q4	$381K	Buy	15,339 +190	+1%	+$4.72K	0.31%	27
2025 Q3	$375K	Buy	15,149 +155	+1%	+$3.76K	0.31%	26
2025 Q2	$364K	Buy	14,994 +162	+1%	+$3.9K	0.46%	28
2025 Q1	$362K	Buy	14,832 +130	+0.9%	+$3.19K	0.35%	26
2024 Q4	$359K	Buy	+14,702	New	+$364K	0.34%	25

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

Mallini Complete Financial Planning's FLMI Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 1% in Q2 2026, buying an estimated $4.02K and bringing the position to 15,592 shares worth $392K. The position accounts for 0.28% of the portfolio, ranked #29.

Mallini Complete Financial Planning first reported a position in FLMI in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Mallini Complete Financial Planning held 15,592 shares of Franklin Dynamic Municipal Bond ETF worth $392K as of Q2 2026.
Mallini Complete Financial Planning bought 161 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $4.02K.
Franklin Dynamic Municipal Bond ETF made up 0.28% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #29 holding.
Mallini Complete Financial Planning first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.